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
$814M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.64M
3
+$2.56M
4
BBWI icon
Bath & Body Works
BBWI
+$2.5M
5
JFC
JPMorgan China Region Fund, Inc.
JFC
+$2.37M

Top Sells

1
+$6.36M
2
+$4.14M
3
+$3.75M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$3.67M
5
RLD
REALD INC COM STK
RLD
+$2.67M

Sector Composition

1 Financials 11.79%
2 Industrials 8.43%
3 Technology 7.75%
4 Healthcare 5.89%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$183K 0.02%
+13,890
452
$182K 0.02%
12,000
+1,000
453
$182K 0.02%
4,397
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454
$179K 0.02%
7,765
-5,468
455
$177K 0.02%
17,432
456
$176K 0.02%
+34,000
457
$176K 0.02%
30,000
458
$172K 0.02%
17,000
+5,500
459
$167K 0.02%
+44,000
460
$167K 0.02%
17,413
-200
461
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177,000
+2,500
462
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463
$156K 0.02%
12,988
+1,093
464
$147K 0.02%
15,224
465
$143K 0.02%
67,900
466
$140K 0.02%
+200,000
467
$123K 0.02%
10,000
-20,000
468
$117K 0.01%
16,070
469
$112K 0.01%
+1,000
470
$109K 0.01%
5,714
471
$105K 0.01%
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472
$97K 0.01%
+10,000
473
$96K 0.01%
10,781
474
$93K 0.01%
31,085
+1,085
475
$92K 0.01%
13,180
-25,120
17 18
19
20 21