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
26
$6.11M 0.75%
110,419
-60,971
27
$6.1M 0.74%
77,400
+67,400
28
$6.03M 0.74%
263,199
-69,441
29
$6.02M 0.73%
40,086
+109
30
$5.89M 0.72%
239,513
+21,020
31
$5.86M 0.72%
126,216
-2,494
32
$5.83M 0.71%
51,342
+14,586
33
$5.8M 0.71%
196,213
-4,876
34
$5.63M 0.69%
257,080
+111,830
35
$5.55M 0.68%
54,000
+37,000
36
$5.53M 0.67%
285,150
+270,000
37
$5.29M 0.65%
113,051
+7,566
38
$5.24M 0.64%
57,524
+1,756
39
$5.19M 0.63%
337,716
-12,241
40
$5.12M 0.62%
255,000
+112,944
41
$5.07M 0.62%
348,712
+76,490
42
$4.97M 0.61%
210,380
-18,425
43
$4.94M 0.6%
782,250
44
$4.92M 0.6%
116,429
+1,008
45
$4.88M 0.6%
82,704
+1,200
46
$4.82M 0.59%
204,135
+21,435
47
$4.73M 0.58%
+167,888
48
$4.63M 0.56%
176,931
+4,509
49
$4.55M 0.56%
83,059
-18,094
50
$4.3M 0.52%
169,489
+3,839
1
2
3 4 5