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 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
76
$7.21M 0.38%
225,385
+31,200
77
$7.21M 0.38%
78,786
+1,491
78
$6.92M 0.37%
713,133
+223,094
79
$6.86M 0.37%
+320,289
80
$6.83M 0.36%
91,998
+19,622
81
$6.81M 0.36%
134,262
+125,422
82
$6.75M 0.36%
110,176
+2,689
83
$6.75M 0.36%
113,298
+24,276
84
$6.74M 0.36%
+308,240
85
$6.56M 0.35%
82,773
+25,006
86
$6.5M 0.35%
874,435
+508,109
87
$6.47M 0.35%
120,585
-26,415
88
$6.42M 0.34%
43,969
-1,969
89
$6.37M 0.34%
41,573
+2,425
90
$6.35M 0.34%
79,115
+8,122
91
$6.3M 0.34%
107,448
+47,310
92
$6.28M 0.34%
85,755
+16,998
93
$6.27M 0.33%
78,842
-9,264
94
$6.24M 0.33%
59,741
-918
95
$6.2M 0.33%
625,399
+1,027
96
$6.2M 0.33%
373,910
+198,632
97
$6.14M 0.33%
35,658
+1,053
98
$6.13M 0.33%
116,440
+12,880
99
$6.08M 0.32%
295,204
+685
100
$6.06M 0.32%
40,045
-897