AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
+3.85%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$860M
AUM Growth
+$45.6M
(+5.6%)
Cap. Flow
+$28M
Cap. Flow
% of AUM
3.26%
Top 10 Holdings %
Top 10 Hldgs %
18.91%
Holding
576
New
81
Increased
160
Reduced
156
Closed
61
Top Buys
| 1 |
LVNTA
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
|
$15.3M |
| 2 |
SHOR
ShoreTel, Inc.
SHOR
|
$7.7M |
| 3 |
IM
Ingram Micro
IM
|
$3.75M |
| 4 |
ALR
Alere Inc
ALR
|
$3.63M |
| 5 |
SLI
S L INDUSTRIES INC (DELAWARE)
SLI
|
$3.24M |
Top Sells
| 1 |
ZTR
Virtus Total Return Fund
ZTR
|
$10.1M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$5.71M |
| 3 |
Farmers National Banc Corp
FMNB
|
$5.63M |
| 4 |
YHOO
Yahoo Inc
YHOO
|
$5.26M |
| 5 |
BXLT
BAXALTA INC COM STK (DE)
BXLT
|
$4.53M |
Sector Composition
| 1 | Financials | 11.01% |
| 2 | Technology | 9.31% |
| 3 | Industrials | 8.13% |
| 4 | Healthcare | 7.51% |
| 5 | Consumer Discretionary | 6.91% |