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
26
$6.09M 0.75%
350,460
-74,317
27
$6.07M 0.75%
112,161
+1,660
28
$5.98M 0.73%
42,139
+1,327
29
$5.93M 0.73%
154,638
+33,213
30
$5.59M 0.69%
188,874
+8,531
31
$5.49M 0.67%
195,054
+1,386
32
$5.48M 0.67%
118,151
+6,500
33
$5.42M 0.67%
84,810
+411
34
$5.33M 0.65%
114,921
-285
35
$5.04M 0.62%
1,013,693
+50,694
36
$4.94M 0.61%
60,071
+3,520
37
$4.84M 0.59%
23,541
-416
38
$4.81M 0.59%
122,895
+8,705
39
$4.73M 0.58%
252,843
-48,627
40
$4.7M 0.58%
30,843
+433
41
$4.61M 0.57%
77,871
+4,316
42
$4.53M 0.56%
112,212
+300
43
$4.51M 0.55%
305,058
+160,597
44
$4.47M 0.55%
92,404
-294
45
$4.36M 0.54%
333,576
-20,000
46
$4.26M 0.52%
369,111
+43,667
47
$4.23M 0.52%
39,602
+49
48
$4.09M 0.5%
48,598
-944
49
$4.08M 0.5%
19,749
+4,614
50
$4.08M 0.5%
155,435
-25,204
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