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 Buys

1
+$17.6M
2
+$14.4M
3
+$11.9M
4
LVNTA
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
+$9.72M
5
DBI icon
Designer Brands
DBI
+$6.86M

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
451
$464K 0.02%
6,884
-3,150
452
$464K 0.02%
10,925
453
$462K 0.02%
13,113
454
$461K 0.02%
35,288
-6,500
455
$451K 0.02%
196,037
+8,757
456
$451K 0.02%
3,870
457
$450K 0.02%
441,294
+69,024
458
$449K 0.02%
15,566
459
$446K 0.02%
+80,000
460
$445K 0.02%
168,534
-32,007
461
$443K 0.02%
5,880
+1,116
462
$439K 0.02%
12,400
463
$438K 0.02%
47,999
-575
464
$438K 0.02%
502,933
-94,417
465
$432K 0.02%
21,460
-3,250
466
$431K 0.02%
3,388
-4
467
$421K 0.02%
18,650
468
$419K 0.02%
33,547
+20,315
469
$413K 0.02%
2,649
+50
470
$412K 0.02%
4,186
-50
471
$412K 0.02%
7,500
-152,317
472
$403K 0.02%
6,818
+68
473
$402K 0.02%
576,091
+333,815
474
$402K 0.02%
+15,660
475
$402K 0.02%
+8,472
17 18
19
20 21