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
76
$2.83M 0.35%
123,755
-2,038
77
$2.71M 0.33%
248,171
+30,691
78
$2.63M 0.32%
75,542
+40
79
$2.63M 0.32%
+155,168
80
$2.62M 0.32%
27,981
+1,383
81
$2.61M 0.32%
25,583
-250
82
$2.6M 0.32%
94,734
-5,685
83
$2.57M 0.31%
135,339
+1,569
84
$2.56M 0.31%
101,128
-38,448
85
$2.55M 0.31%
40,717
-14,626
86
$2.55M 0.31%
+81,790
87
$2.53M 0.31%
85,319
-7,920
88
$2.51M 0.31%
69,527
+116
89
$2.49M 0.3%
241
+116
90
$2.48M 0.3%
47,288
91
$2.43M 0.3%
237,550
+53,605
92
$2.43M 0.3%
138,575
+58,215
93
$2.38M 0.29%
496,975
+7,000
94
$2.37M 0.29%
148,250
-2,564
95
$2.33M 0.28%
66,461
-28,050
96
$2.27M 0.28%
50,506
+3,175
97
$2.26M 0.28%
51,837
+5,543
98
$2.25M 0.27%
10,960
+321
99
$2.24M 0.27%
120,031
+47,000
100
$2.22M 0.27%
43,165
-64,902
2 3
4
5 6