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
126
$4.7M 0.25%
278,209
+61,843
127
$4.69M 0.25%
+197,617
128
$4.69M 0.25%
47,349
-16,130
129
$4.61M 0.25%
113,107
+95,244
130
$4.6M 0.25%
383,964
-22,706
131
$4.55M 0.24%
33,143
-277
132
$4.47M 0.24%
190,938
-53,300
133
$4.45M 0.24%
35,782
+1,394
134
$4.44M 0.24%
93,966
+16,930
135
$4.42M 0.24%
235,524
+191,174
136
$4.36M 0.23%
291,722
-69,675
137
$4.34M 0.23%
100,000
138
$4.26M 0.23%
+208,512
139
$4.26M 0.23%
789,250
+7,000
140
$4.26M 0.23%
292,765
-460
141
$4.24M 0.23%
452,296
+213,055
142
$4.23M 0.23%
262,912
+11,526
143
$4.21M 0.22%
282,881
-10,334
144
$4.17M 0.22%
57,602
+4,463
145
$4.17M 0.22%
144,660
+65,659
146
$4.15M 0.22%
+79,397
147
$4.13M 0.22%
61,348
+4,313
148
$4.13M 0.22%
573,110
+160,109
149
$4.08M 0.22%
127,234
+15,058
150
$4.06M 0.22%
55,873
-6,997
4 5
6
7 8