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
626
-72,957
627
-10,050
628
-51,654
629
-244,437
630
-21,452
631
-10,683
632
-125,283
633
-8,169
634
-5,428
635
-19,080
636
-2,732
637
-241,445
638
-46,016
639
-14,856
640
-66,680
641
-17,000
642
-66,436
643
-31,281
644
-1,738
645
-177,000
646
-98,708
647
-15,525
648
-2,958
649
-18,407
650
-199,693