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
$820M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$8.41M
3
+$8.17M
4
ROC
ROCKWOOD HLDGS INC
ROC
+$5.31M
5
DF
Dean Foods Company
DF
+$5.23M

Top Sells

1
+$6.14M
2
+$5.31M
3
+$5.16M
4
CINF icon
Cincinnati Financial
CINF
+$5.01M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$4.43M

Sector Composition

1 Financials 10.38%
2 Technology 8.19%
3 Consumer Discretionary 7.26%
4 Healthcare 6.69%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$181K 0.02%
50,000
452
$180K 0.02%
12,388
-16,612
453
$176K 0.02%
625
454
$176K 0.02%
+10,500
455
$171K 0.02%
4,494
-1,665
456
$167K 0.02%
14,600
-3,948
457
$163K 0.02%
+20,000
458
$156K 0.02%
13,460
-100
459
$156K 0.02%
3,149
460
$150K 0.02%
15,000
461
$148K 0.02%
17,000
462
$145K 0.02%
+21,154
463
$144K 0.02%
+20,000
464
$137K 0.02%
15,224
465
$131K 0.02%
72,943
466
$131K 0.02%
10,200
467
$130K 0.02%
18,459
468
$128K 0.02%
+10,000
469
$125K 0.02%
+70,000
470
$114K 0.01%
10,000
471
$113K 0.01%
3,090
-6,667
472
$101K 0.01%
+37,964
473
$87K 0.01%
12,335
474
$81K 0.01%
+30,000
475
$81K 0.01%
3,233,230
+147,100
17 18
19
20 21