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
126
$1.71M 0.21%
92,084
+12,905
127
$1.7M 0.21%
39,879
+10,562
128
$1.68M 0.21%
103,300
+2,500
129
$1.68M 0.21%
112,750
-54,085
130
$1.65M 0.2%
26,510
-3,257
131
$1.65M 0.2%
+66,600
132
$1.64M 0.2%
+30,120
133
$1.63M 0.2%
30,507
+1,725
134
$1.62M 0.2%
458,678
+178,175
135
$1.62M 0.2%
20,329
+3,263
136
$1.56M 0.19%
38,566
-6,960
137
$1.56M 0.19%
62,739
-3,100
138
$1.56M 0.19%
14,400
139
$1.55M 0.19%
25,131
-620
140
$1.53M 0.19%
+25,740
141
$1.52M 0.19%
161,819
-204,800
142
$1.5M 0.18%
349,110
+100,852
143
$1.49M 0.18%
21,866
-4,550
144
$1.48M 0.18%
39,883
+30,751
145
$1.48M 0.18%
30,695
-1,832
146
$1.47M 0.18%
+27,310
147
$1.46M 0.18%
27,017
+4,339
148
$1.46M 0.18%
39,605
+4,004
149
$1.45M 0.18%
58,659
+16,156
150
$1.45M 0.18%
22,730
4 5
6
7 8