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
$780M
AUM Growth
+$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$6.71M
3 +$5.36M
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$5.36M
5
EMKR
Emcore Corp
EMKR
+$4.09M

Top Sells

1 +$11.9M
2 +$3.15M
3 +$2.68M
4
ZLC
ZALE CORPORATION
ZLC
+$2.51M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$2.39M

Sector Composition

1 Financials 12.8%
2 Technology 8.49%
3 Consumer Discretionary 6.54%
4 Industrials 6.11%
5 Healthcare 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$2.1M 0.27%
10,639
-60,514
102
$2.09M 0.27%
27,419
-300
103
$2.08M 0.27%
70,054
+21
104
$1.99M 0.26%
52,462
-54,034
105
$1.98M 0.25%
95,000
106
$1.98M 0.25%
56,735
-8,159
107
$1.97M 0.25%
47,331
-3,900
108
$1.97M 0.25%
62,778
-679
109
$1.94M 0.25%
10,694
-130
110
$1.94M 0.25%
34,596
-469
111
$1.94M 0.25%
183,945
+58,540
112
$1.93M 0.25%
166,835
-11,879
113
$1.92M 0.25%
299,500
+38,500
114
$1.89M 0.24%
+80,000
115
$1.89M 0.24%
58,437
-17,012
116
$1.88M 0.24%
276,339
+121,300
117
$1.87M 0.24%
217,480
-91,620
118
$1.85M 0.24%
34,050
119
$1.81M 0.23%
129,468
+17,010
120
$1.77M 0.23%
46,763
-2,900
121
$1.76M 0.23%
45,526
-3,886
122
$1.75M 0.23%
214,000
-10,000
123
$1.75M 0.22%
73,031
-47,000
124
$1.75M 0.22%
57,065
-698
125
$1.72M 0.22%
151,866
+6,810