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 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
476
$401K 0.02%
12,446
+1,129
477
$397K 0.02%
8,020
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478
$397K 0.02%
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479
$395K 0.02%
11,335
-240
480
$395K 0.02%
+23,684
481
$394K 0.02%
9,633
-1,500
482
$393K 0.02%
+45,746
483
$386K 0.02%
16,433
-454
484
$385K 0.02%
10,025
485
$384K 0.02%
+13,696
486
$384K 0.02%
5,000
-3,000
487
$382K 0.02%
8,095
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488
$380K 0.02%
7,126
489
$377K 0.02%
15,953
+12,253
490
$375K 0.02%
9,858
491
$374K 0.02%
2,286
-1,738
492
$372K 0.02%
2,352
493
$367K 0.02%
7,627
-7,006
494
$366K 0.02%
63,970
495
$366K 0.02%
13,785
-11,991
496
$364K 0.02%
+8,333
497
$358K 0.02%
5,545
-344
498
$355K 0.02%
24,260
499
$353K 0.02%
100,000
500
$352K 0.02%
8,373
+415