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
$820M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$8.41M
3
+$8.17M
4
ROC
ROCKWOOD HLDGS INC
ROC
+$5.31M
5
DF
Dean Foods Company
DF
+$5.23M

Top Sells

1
+$6.14M
2
+$5.31M
3
+$5.16M
4
CINF icon
Cincinnati Financial
CINF
+$5.01M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$4.43M

Sector Composition

1 Financials 10.38%
2 Technology 8.19%
3 Consumer Discretionary 7.26%
4 Healthcare 6.69%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.24M 0.52%
184,856
-546
52
$4.19M 0.51%
52,448
+9,529
53
$4.15M 0.51%
63,413
-4,655
54
$3.89M 0.48%
51,101
+2,388
55
$3.88M 0.47%
42,024
+6,628
56
$3.88M 0.47%
61,978
-26,123
57
$3.83M 0.47%
27,862
-2,526
58
$3.77M 0.46%
+63,120
59
$3.77M 0.46%
139,900
-40,100
60
$3.72M 0.45%
110,545
61
$3.69M 0.45%
6,352
+2
62
$3.69M 0.45%
97,797
+45,335
63
$3.64M 0.44%
51,872
+307
64
$3.63M 0.44%
29,935
-2,381
65
$3.58M 0.44%
68,251
-39,698
66
$3.56M 0.43%
47,925
+15,916
67
$3.48M 0.42%
124,917
-11,059
68
$3.44M 0.42%
36,055
+4,605
69
$3.41M 0.42%
82,697
+97
70
$3.4M 0.41%
39,779
+1,100
71
$3.31M 0.4%
47,918
-1,200
72
$3.12M 0.38%
15,063
+2,820
73
$3M 0.37%
70,767
+950
74
$2.99M 0.36%
53,921
-24,689
75
$2.96M 0.36%
2,069
-153
1 2
3
4 5