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
$1.73B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$6.43M
3
+$5.69M
4
AABA
Altaba Inc
AABA
+$5.33M
5
CACQ
Caesars Acquisition Company
CACQ
+$5.09M

Top Sells

1
+$7.21M
2
+$7.14M
3
+$5.9M
4
GOLF icon
Acushnet Holdings
GOLF
+$5.28M
5
UTEK
Ultratech Inc.
UTEK
+$4.53M

Sector Composition

1 Industrials 11.3%
2 Financials 11.19%
3 Technology 10.58%
4 Consumer Discretionary 7.96%
5 Healthcare 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.68M 0.5%
349,770
+16,754
52
$8.41M 0.49%
220,810
+4,112
53
$8.3M 0.48%
167,678
+11,605
54
$8.2M 0.48%
69,766
+2,383
55
$8.06M 0.47%
41,140
+21,896
56
$8.06M 0.47%
104,904
+21,058
57
$8.04M 0.47%
159,817
+113,155
58
$7.98M 0.46%
6,977
-344
59
$7.92M 0.46%
77,295
-2,578
60
$7.83M 0.45%
147,000
61
$7.76M 0.45%
176,844
+13,976
62
$7.62M 0.44%
88,106
+3,439
63
$7.57M 0.44%
104,069
+61,921
64
$7.4M 0.43%
292,667
+23,903
65
$7.29M 0.42%
29,011
+251
66
$7.08M 0.41%
63,532
-5,287
67
$7.07M 0.41%
291,259
+19,138
68
$7.03M 0.41%
50,304
+28,044
69
$7M 0.41%
208,094
+43,583
70
$6.96M 0.4%
624,372
+576,312
71
$6.85M 0.4%
107,487
+4,647
72
$6.85M 0.4%
41,888
+5,464
73
$6.72M 0.39%
68,182
+1,720
74
$6.72M 0.39%
218,833
+21,067
75
$6.55M 0.38%
136,580
+2,440
1 2
3
4 5