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
551
$248K 0.01%
1,405
+44
552
$247K 0.01%
1,967
-52
553
$247K 0.01%
+13,640
554
$247K 0.01%
132,059
+103,159
555
$243K 0.01%
+973
556
$241K 0.01%
100,000
557
$241K 0.01%
2,698
558
$240K 0.01%
1,617
-102
559
$238K 0.01%
3,500
560
$237K 0.01%
20,000
-53,000
561
$234K 0.01%
3,206
-4,355
562
$234K 0.01%
4,160
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563
$231K 0.01%
17,260
-1,900
564
$230K 0.01%
6,937
565
$229K 0.01%
5,000
566
$218K 0.01%
+8,170
567
$215K 0.01%
+5,624
568
$215K 0.01%
189
569
$213K 0.01%
+1,050
570
$213K 0.01%
1,756
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571
$212K 0.01%
2,488
572
$212K 0.01%
+12,420
573
$212K 0.01%
+3,289
574
$210K 0.01%
2,540
-5,141
575
$208K 0.01%
+3,194