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
$780M
AUM Growth
+$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$6.71M
3 +$5.36M
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$5.36M
5
EMKR
Emcore Corp
EMKR
+$4.09M

Top Sells

1 +$11.9M
2 +$3.15M
3 +$2.68M
4
ZLC
ZALE CORPORATION
ZLC
+$2.51M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$2.39M

Sector Composition

1 Financials 12.8%
2 Technology 8.49%
3 Consumer Discretionary 6.54%
4 Industrials 6.11%
5 Healthcare 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.97M 0.77%
128,710
-2,390
27
$5.9M 0.76%
234,276
+4,228
28
$5.89M 0.76%
782,250
-2,057
29
$5.83M 0.75%
349,957
-7,046
30
$5.67M 0.73%
108,067
-1,078
31
$5.64M 0.72%
201,089
-1,033
32
$5.52M 0.71%
39,977
-380
33
$5.36M 0.69%
+89,792
34
$5.31M 0.68%
88,101
+674
35
$5.27M 0.68%
105,485
+2,550
36
$5.25M 0.67%
101,153
-4,450
37
$5.16M 0.66%
103,041
-365
38
$5.12M 0.66%
218,493
+79,111
39
$5.01M 0.64%
106,537
40
$4.97M 0.64%
107,949
+11,190
41
$4.92M 0.63%
115,421
+314
42
$4.82M 0.62%
180,000
+112,000
43
$4.67M 0.6%
55,768
-398
44
$4.41M 0.57%
165,650
+778
45
$4.27M 0.55%
36,756
46
$4.23M 0.54%
182,700
+72,620
47
$4.17M 0.54%
81,504
-1,800
48
$4.09M 0.52%
+71,820
49
$3.97M 0.51%
32,316
+620
50
$3.93M 0.5%
68,068
-7,650