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
101
$2.22M 0.27%
30,318
-11,939
102
$2.2M 0.27%
58,437
103
$2.2M 0.27%
22,182
-14,350
104
$2.17M 0.26%
51,169
+39,442
105
$2.15M 0.26%
59,396
+14,603
106
$2.06M 0.25%
56,545
-190
107
$2.05M 0.25%
34,598
+2
108
$2.04M 0.25%
164,736
+12,870
109
$1.95M 0.24%
45,116
-122,945
110
$1.94M 0.24%
57,386
+321
111
$1.93M 0.24%
90,000
-5,000
112
$1.92M 0.23%
+112,385
113
$1.91M 0.23%
+70,100
114
$1.91M 0.23%
48,113
+1,350
115
$1.9M 0.23%
61,131
-1,647
116
$1.9M 0.23%
192,729
+94,229
117
$1.86M 0.23%
27,735
+316
118
$1.85M 0.23%
25,645
+7,150
119
$1.84M 0.23%
37,228
+4,842
120
$1.83M 0.22%
101,100
121
$1.82M 0.22%
34,050
122
$1.81M 0.22%
+39,914
123
$1.76M 0.21%
+43,248
124
$1.75M 0.21%
74,415
-56,774
125
$1.71M 0.21%
124,756
+3,301
3 4
5
6 7