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
151
$1.49M 0.18%
15,633
+575
152
$1.45M 0.18%
+122,150
153
$1.45M 0.18%
120,749
+21,665
154
$1.44M 0.18%
130,100
+10,600
155
$1.44M 0.18%
39,134
+5,566
156
$1.41M 0.17%
126,181
+46,481
157
$1.38M 0.17%
27,280
158
$1.36M 0.17%
149,400
159
$1.36M 0.17%
36,866
+500
160
$1.35M 0.17%
107,691
+36,981
161
$1.34M 0.16%
+11,627
162
$1.34M 0.16%
20,000
163
$1.33M 0.16%
85,372
+28,838
164
$1.32M 0.16%
56,000
165
$1.31M 0.16%
112,000
+1,000
166
$1.31M 0.16%
66,000
-5,000
167
$1.31M 0.16%
187,003
+61,590
168
$1.28M 0.16%
37,414
-23,182
169
$1.28M 0.16%
124,895
+6,780
170
$1.28M 0.16%
20,943
171
$1.27M 0.16%
12,383
+291
172
$1.26M 0.16%
99,845
173
$1.24M 0.15%
62,000
174
$1.23M 0.15%
2,297
+333
175
$1.21M 0.15%
91,800
+20,600