AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 10.61%
2 Technology 7.94%
3 Consumer Discretionary 7.26%
4 Healthcare 6.69%
5 Industrials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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-9,375
502
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-14,021
503
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-33,868
504
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-14,159
505
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-73,475
506
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-2,857
507
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-10,000
508
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-7,730
509
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-15,382
510
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-50,000
511
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-5,188
512
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-600
513
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-8,333
514
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-7,448
515
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-10,000
516
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-294,800
517
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-10,000
518
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-5,950
519
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-5,571
520
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-138,572
521
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-8,400
522
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-13,500
523
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-10,417
524
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-22,200
525
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-14,600
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