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
26
$15.1M 0.8%
233,627
+55,405
27
$15M 0.8%
147,327
+903
28
$14.6M 0.78%
1,190,453
+20,000
29
$14.4M 0.77%
+1,140,735
30
$14.3M 0.76%
235,910
+19,193
31
$13.4M 0.72%
405,457
+2,124
32
$13.3M 0.71%
200,799
+26,448
33
$13.2M 0.7%
300,130
+70,539
34
$13.2M 0.7%
143,195
+3,759
35
$12.7M 0.68%
64,745
+3,617
36
$11.9M 0.64%
394,176
-152,937
37
$11.7M 0.62%
308,078
+67,067
38
$11.2M 0.6%
385,423
+94,164
39
$11.1M 0.59%
92,468
+28,936
40
$11M 0.59%
220,360
+91,799
41
$10.9M 0.58%
130,848
+12,392
42
$10.9M 0.58%
390,641
+37,175
43
$10.8M 0.58%
76,467
+5,866
44
$10.8M 0.58%
40,109
-41
45
$10.8M 0.57%
48,846
+7,706
46
$10.8M 0.57%
232,997
+12,187
47
$10.2M 0.54%
296,510
+16,902
48
$10.2M 0.54%
597,914
+30,572
49
$10M 0.53%
1,838,997
+493,007
50
$9.8M 0.52%
79,293
+4,345
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