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
526
$307K 0.02%
5,402
527
$303K 0.02%
5,350
+200
528
$301K 0.02%
5,851
529
– –
0
530
$300K 0.02%
5,740
-40
531
$300K 0.02%
22,222
532
$294K 0.02%
16,965
533
$293K 0.02%
22,010
534
$292K 0.02%
11,000
535
$287K 0.02%
2,750
536
$278K 0.01%
2,986
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537
$277K 0.01%
6,150
538
$277K 0.01%
31,935
539
$275K 0.01%
4,540
+555
540
$274K 0.01%
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541
$272K 0.01%
+17,845
542
$260K 0.01%
+20,760
543
$258K 0.01%
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544
$258K 0.01%
14,395
-1,885
545
$255K 0.01%
+5,091
546
$253K 0.01%
5,961
547
$253K 0.01%
10,000
548
$253K 0.01%
33,623
549
$251K 0.01%
1,305
550
$250K 0.01%
+2,134
20 21
22
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