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
101
$2.16M 0.27%
46,388
-900
102
$2.14M 0.26%
40,018
+59
103
$2.13M 0.26%
110,305
+3,490
104
$2.09M 0.26%
19,342
+2,019
105
$2.08M 0.26%
35,983
+899
106
$2.08M 0.26%
184,782
+144,182
107
$2.07M 0.25%
93,068
+9,828
108
$2.05M 0.25%
39,522
+1,692
109
$2.05M 0.25%
+66,094
110
$2.02M 0.25%
23,102
+535
111
$2.01M 0.25%
81,716
+3,018
112
$1.97M 0.24%
51,849
-400
113
$1.97M 0.24%
24,611
-212
114
$1.93M 0.24%
+73,346
115
$1.91M 0.23%
+95,751
116
$1.91M 0.23%
45,566
+360
117
$1.89M 0.23%
15,369
+605
118
$1.87M 0.23%
404,975
119
$1.83M 0.23%
105,820
+11,341
120
$1.82M 0.22%
+26,529
121
$1.81M 0.22%
90,790
+33,658
122
$1.77M 0.22%
248,218
+45,367
123
$1.77M 0.22%
62,650
+30,300
124
$1.76M 0.22%
175,141
+12,991
125
$1.76M 0.22%
+135,186
3 4
5
6 7