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 Buys

1
+$17.6M
2
+$14.4M
3
+$11.9M
4
LVNTA
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
+$9.72M
5
DBI icon
Designer Brands
DBI
+$6.86M

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
101
$5.97M 0.32%
296,317
+111,619
102
$5.91M 0.32%
94,425
+7,731
103
$5.87M 0.31%
168,936
+91,064
104
$5.83M 0.31%
237,533
-112,237
105
$5.81M 0.31%
107,685
+46,436
106
$5.73M 0.31%
70,358
+9,477
107
$5.56M 0.3%
177,947
+36,966
108
$5.47M 0.29%
206,172
+25,900
109
$5.46M 0.29%
511,970
+136,776
110
$5.37M 0.29%
48,319
+11,147
111
$5.37M 0.29%
141,380
+2,415
112
$5.33M 0.28%
228,681
113
$5.32M 0.28%
365,925
+86,604
114
$5.3M 0.28%
211,665
115
$5.19M 0.28%
132,956
+20,608
116
$5.13M 0.27%
63,503
+10,351
117
$5.11M 0.27%
65,696
+8,497
118
$5.09M 0.27%
37,972
-1,090
119
$5.03M 0.27%
63,609
-1,396
120
$4.94M 0.26%
280,230
+27,078
121
$4.94M 0.26%
+253,239
122
$4.93M 0.26%
175,836
+21,248
123
$4.91M 0.26%
77,610
+16,213
124
$4.9M 0.26%
9,542
+1,575
125
$4.72M 0.25%
48,830
-144
3 4
5
6 7