AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
+4.26%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$1.37B
AUM Growth
+$383M
(+39%)
Cap. Flow
+$353M
Cap. Flow
% of AUM
25.78%
Top 10 Holdings %
Top 10 Hldgs %
14.18%
Holding
1,304
New
778
Increased
262
Reduced
108
Closed
65
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$13.6M |
| 2 |
LEXEA
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
|
$13.4M |
| 3 |
Apple
AAPL
|
$8.67M |
| 4 |
FDML
Federal-Mogul Holdings Corporation
FDML
|
$8.63M |
| 5 |
BLOX
Infoblox Inc
BLOX
|
$7.79M |
Top Sells
| 1 |
LVNTA
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
|
$12.8M |
| 2 |
Vanguard Extended Market ETF
VXF
|
$9.29M |
| 3 |
QLTI
QLT Inc
QLTI
|
$6.83M |
| 4 |
IM
Ingram Micro
IM
|
$4.25M |
| 5 |
Liberty Media Series C
FWONK
|
$3.86M |
Sector Composition
| 1 | Financials | 11.54% |
| 2 | Technology | 9.86% |
| 3 | Industrials | 9.47% |
| 4 | Consumer Discretionary | 8.37% |
| 5 | Healthcare | 7.86% |
