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
76
$2.81M 0.35%
80,108
+9,648
77
$2.79M 0.34%
271,279
+7,402
78
$2.77M 0.34%
45,061
+2,212
79
$2.71M 0.33%
42,861
-1,100
80
$2.68M 0.33%
70,052
+2,041
81
$2.64M 0.32%
+519,214
82
$2.63M 0.32%
58,516
-28,024
83
$2.61M 0.32%
87,793
+2,811
84
$2.52M 0.31%
110,942
+12,455
85
$2.52M 0.31%
130,233
+3,630
86
$2.51M 0.31%
46,976
+1,304
87
$2.5M 0.31%
+35,153
88
$2.47M 0.3%
86,822
+3,129
89
$2.47M 0.3%
142,300
-8,886
90
$2.39M 0.29%
58,805
+23,229
91
$2.37M 0.29%
131,304
-1,860
92
$2.36M 0.29%
+86,900
93
$2.35M 0.29%
+261,378
94
$2.35M 0.29%
22,266
-150
95
$2.34M 0.29%
31,235
+1,015
96
$2.34M 0.29%
221,617
+56,706
97
$2.3M 0.28%
40,127
+8,400
98
$2.28M 0.28%
39,921
-550
99
$2.2M 0.27%
166,874
+23,034
100
$2.2M 0.27%
73,367
2 3
4
5 6