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
701
-25,000
702
-56,025
703
-228,593
704
-30,241
705
-572,137
706
-97,141
707
-51,850
708
-27,200
709
-42,086
710
-60,000
711
-111,843
712
-50,000
713
-431,572
714
-202,399
715
-136,400
716
-425
717
-112,630
718
-26,942
719
-2,667
720
-3,487
721
-56,331
722
-56,409
723
-3,391
724
$0 ﹤0.01%
10,000
725
-223,879