AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.73B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$7.14M
3
+$5.34M
4
BSFT
BroadSoft, Inc.
BSFT
+$5.17M
5
AABA
Altaba Inc
AABA
+$4.93M

Top Sells

1
+$7.21M
2
+$6.57M
3
+$5.6M
4
GOLF icon
Acushnet Holdings
GOLF
+$5.28M
5
UTEK
Ultratech Inc.
UTEK
+$4.53M

Sector Composition

1 Industrials 11.35%
2 Financials 11.28%
3 Technology 10.52%
4 Consumer Discretionary 7.96%
5 Healthcare 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-16,194
652
– –
-15,243
653
– –
-45,076
654
– –
-23,014
655
– –
-10,000
656
– –
-5,000
657
– –
-11,814
658
– –
-70,000
659
– –
-36,156
660
– –
-150,000
661
– –
-30,000
662
– –
-75,000
663
– –
-200,000
664
– –
-18,046
665
– –
-50,000
666
– –
-11,090
667
– –
-405
668
– –
-6,699
669
– –
-16,706
670
– –
-9,409
671
– –
-143,079
672
– –
-7,738
673
– –
-14,522
674
– –
-11,196
675
– –
-4,225
25 26
27
28 29