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
$780M
AUM Growth
+$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$6.71M
3
+$5.36M
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$5.36M
5
EMKR
Emcore Corp
EMKR
+$4.09M

Top Sells

1
+$11.9M
2
+$3.15M
3
+$2.68M
4
ZLC
ZALE CORPORATION
ZLC
+$2.51M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$2.39M

Sector Composition

1 Financials 12.8%
2 Technology 8.49%
3 Consumer Discretionary 6.54%
4 Industrials 6.11%
5 Healthcare 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.92M 0.5%
93,968
52
$3.86M 0.49%
966,314
+956,314
53
$3.81M 0.49%
228,805
-48,766
54
$3.76M 0.48%
49,118
55
$3.75M 0.48%
+78,610
56
$3.66M 0.47%
139,576
-7,466
57
$3.6M 0.46%
30,388
-911
58
$3.59M 0.46%
185,402
-25,200
59
$3.51M 0.45%
51,565
-422
60
$3.48M 0.45%
131,189
+44,339
61
$3.47M 0.44%
6,350
+51
62
$3.44M 0.44%
42,919
-6,309
63
$3.43M 0.44%
94,511
-600
64
$3.42M 0.44%
135,976
-4,346
65
$3.35M 0.43%
172,422
+9,612
66
$3.33M 0.43%
35,396
+1,396
67
$3.3M 0.42%
110,545
-1,496
68
$3.29M 0.42%
36,532
-34,900
69
$3.27M 0.42%
125,854
+25,854
70
$3.27M 0.42%
145,250
+122,450
71
$3.26M 0.42%
105,999
+221
72
$3.15M 0.4%
33,868
+208
73
$3.12M 0.4%
55,343
-1,350
74
$3.11M 0.4%
+294,800
75
$3.08M 0.4%
93,239
+1,450
1 2
3
4 5