AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.87B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Sells

1 +$24.4M
2 +$15.2M
3 +$9.81M
4
CACQ
Caesars Acquisition Company
CACQ
+$9.26M
5
BSFT
BroadSoft, Inc.
BSFT
+$8.37M

Sector Composition

1 Industrials 12.08%
2 Financials 10.19%
3 Consumer Discretionary 9.51%
4 Technology 8.47%
5 Healthcare 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$523K 0.03%
65,849
427
$521K 0.03%
+3,500
428
$518K 0.03%
3,865
-2,100
429
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430
$517K 0.03%
10,000
431
$516K 0.03%
89,236
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432
$511K 0.03%
8,410
+2,802
433
$506K 0.03%
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-592
434
$504K 0.03%
21,740
+12,500
435
$504K 0.03%
13,211
+4,292
436
$503K 0.03%
24,150
437
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30,500
438
$499K 0.03%
26,135
-3,823
439
$492K 0.03%
5,452
440
$491K 0.03%
17,808
+1,443
441
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442
$487K 0.03%
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443
$485K 0.03%
4,492
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444
$485K 0.03%
8,464
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445
$481K 0.03%
8,506
446
$478K 0.03%
8,650
447
$477K 0.03%
5,400
448
$477K 0.03%
5,660
+1
449
$475K 0.03%
11,453
-121
450
$466K 0.02%
6,000