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 Buys

1
+$17.6M
2
+$14.4M
3
+$11.9M
4
LVNTA
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
+$9.72M
5
DBI icon
Designer Brands
DBI
+$6.86M

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
51
$9.65M 0.51%
251,859
+43,765
52
$9.48M 0.51%
120,007
+15,103
53
$9.46M 0.51%
213,490
-48,116
54
$9.46M 0.5%
322,240
+22,538
55
$9.28M 0.5%
295,514
+73,026
56
$9.22M 0.49%
7,782
+805
57
$9.04M 0.48%
1,448,019
+2,000
58
$9.02M 0.48%
170,407
+2,729
59
$8.93M 0.48%
119,060
-43
60
$8.89M 0.47%
278,865
+60,032
61
$8.43M 0.45%
44,454
+2,566
62
$8.26M 0.44%
371,593
+78,926
63
$8.22M 0.44%
814,894
+181,613
64
$8.11M 0.43%
479,086
+166,925
65
$8.09M 0.43%
75,273
+7,091
66
$7.86M 0.42%
29,455
+444
67
$7.77M 0.41%
54,081
+3,777
68
$7.64M 0.41%
115,864
+26,047
69
$7.5M 0.4%
212,828
+24,176
70
$7.48M 0.4%
143,000
+6,420
71
$7.48M 0.4%
123,241
+9,982
72
$7.45M 0.4%
39,640
+8,848
73
$7.31M 0.39%
58,374
-11,392
74
$7.29M 0.39%
137,382
-39,462
75
$7.23M 0.39%
592,519
+165,809
1 2
3
4 5