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
151
$1.44M 0.18%
27,283
-14,589
152
$1.44M 0.18%
94,730
153
$1.42M 0.17%
13,353
+1,295
154
$1.41M 0.17%
26,050
-2,250
155
$1.4M 0.17%
136,375
+2,500
156
$1.37M 0.17%
12,960
+354
157
$1.37M 0.17%
+10,000
158
$1.37M 0.17%
52,600
-58,900
159
$1.35M 0.17%
+27,169
160
$1.35M 0.17%
16,377
+676
161
$1.35M 0.17%
100,176
+15,400
162
$1.35M 0.16%
19,133
+1,929
163
$1.34M 0.16%
+356,300
164
$1.33M 0.16%
157,077
+32,648
165
$1.33M 0.16%
172,900
166
$1.33M 0.16%
8,658
-2,036
167
$1.33M 0.16%
25,986
-547
168
$1.32M 0.16%
22,009
+3
169
$1.31M 0.16%
17,900
170
$1.3M 0.16%
25,355
-690
171
$1.29M 0.16%
5,927
172
$1.27M 0.16%
44,300
+146
173
$1.26M 0.15%
142,507
+15,000
174
$1.26M 0.15%
63,710
-4,200
175
$1.26M 0.15%
23,210
-1,467
5 6
7
8 9