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
126
$1.75M 0.22%
133,461
-9,144
127
$1.75M 0.22%
115,795
-16,167
128
$1.71M 0.21%
37,612
+888
129
$1.67M 0.21%
26,690
+675
130
$1.66M 0.2%
56,200
-4,000
131
$1.66M 0.2%
147,875
+1,000
132
$1.65M 0.2%
43,742
133
$1.65M 0.2%
16,592
+3,059
134
$1.63M 0.2%
108,729
+27,108
135
$1.62M 0.2%
144,212
-4,140
136
$1.61M 0.2%
142,087
+11,503
137
$1.61M 0.2%
35,222
+6,082
138
$1.6M 0.2%
19,933
+2,053
139
$1.6M 0.2%
87,335
-300
140
$1.6M 0.2%
60,214
+51,700
141
$1.59M 0.2%
104,300
+3,500
142
$1.58M 0.19%
325,823
+98,669
143
$1.57M 0.19%
140,169
+4,727
144
$1.57M 0.19%
+23,912
145
$1.56M 0.19%
193,365
146
$1.54M 0.19%
6,227
147
$1.54M 0.19%
382,641
+213,266
148
$1.53M 0.19%
51,991
-380
149
$1.52M 0.19%
55,225
150
$1.5M 0.18%
29,250
-12,825
4 5
6
7 8