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
$780M
AUM Growth
+$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$6.71M
3 +$5.36M
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$5.36M
5
EMKR
Emcore Corp
EMKR
+$4.09M

Top Sells

1 +$11.9M
2 +$3.15M
3 +$2.68M
4
ZLC
ZALE CORPORATION
ZLC
+$2.51M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$2.39M

Sector Composition

1 Financials 12.8%
2 Technology 8.49%
3 Consumer Discretionary 6.54%
4 Industrials 6.11%
5 Healthcare 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$1.33M 0.17%
101,100
152
$1.33M 0.17%
80,360
+24,025
153
$1.33M 0.17%
22,730
-1,650
154
$1.32M 0.17%
15,701
+1,011
155
$1.28M 0.16%
22,678
-1,572
156
$1.28M 0.16%
79,179
+334
157
$1.28M 0.16%
24,677
-1,017
158
$1.26M 0.16%
+63,889
159
$1.26M 0.16%
273,669
+25,031
160
$1.25M 0.16%
172,900
-2,500
161
$1.25M 0.16%
90,550
-37,252
162
$1.24M 0.16%
29,317
+3,801
163
$1.24M 0.16%
10,875
164
$1.23M 0.16%
15,600
-700
165
$1.23M 0.16%
26,915
-1,734
166
$1.23M 0.16%
13,412
-2,100
167
$1.22M 0.16%
12,058
-474
168
$1.21M 0.15%
46,450
-4,000
169
$1.2M 0.15%
35,601
+3,453
170
$1.19M 0.15%
125
+3
171
$1.18M 0.15%
258,942
+142,118
172
$1.17M 0.15%
5,927
173
$1.17M 0.15%
67,910
+130
174
$1.16M 0.15%
+28,300
175
$1.15M 0.15%
+20,000