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
$814M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.64M
3
+$2.56M
4
BBWI icon
Bath & Body Works
BBWI
+$2.5M
5
JFC
JPMorgan China Region Fund, Inc.
JFC
+$2.37M

Top Sells

1
+$6.36M
2
+$4.14M
3
+$3.75M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$3.67M
5
RLD
REALD INC COM STK
RLD
+$2.67M

Sector Composition

1 Financials 11.79%
2 Industrials 8.43%
3 Technology 7.75%
4 Healthcare 5.89%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.04M 0.5%
372,417
+20,390
52
$3.97M 0.49%
62,365
+1,887
53
$3.95M 0.49%
117,723
+1,584
54
$3.93M 0.48%
64,357
+1,942
55
$3.93M 0.48%
28,216
-117
56
$3.9M 0.48%
48,425
+2,393
57
$3.89M 0.48%
18,194
+398
58
$3.89M 0.48%
186,288
-1,890
59
$3.78M 0.46%
132,649
+1,076
60
$3.76M 0.46%
216,197
-10,000
61
$3.75M 0.46%
65,683
-405
62
$3.74M 0.46%
35,697
+1,222
63
$3.69M 0.45%
35,998
-140
64
$3.59M 0.44%
133,019
+1,970
65
$3.58M 0.44%
782,250
66
$3.51M 0.43%
42,040
+5,636
67
$3.46M 0.43%
444,537
+207,807
68
$3.46M 0.43%
2,825
+900
69
$3.42M 0.42%
43,570
+1,850
70
$3.42M 0.42%
47,104
+6,725
71
$3.32M 0.41%
26,426
-249
72
$3.17M 0.39%
104,730
+3,179
73
$3.17M 0.39%
78,237
+3,070
74
$3.11M 0.38%
253,619
-4,500
75
$2.96M 0.36%
124,646
+7,801
1 2
3
4 5