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
151
$4.02M 0.21%
143,844
+10,509
152
$4M 0.21%
33,556
+1,852
153
$3.92M 0.21%
156,562
+32,032
154
$3.92M 0.21%
2,257
+60
155
$3.91M 0.21%
54,280
-741
156
$3.83M 0.2%
243,386
+7,298
157
$3.76M 0.2%
53,048
+8,161
158
$3.72M 0.2%
+103,871
159
$3.65M 0.19%
200,134
+52,443
160
$3.5M 0.19%
237,492
+11,905
161
$3.44M 0.18%
110,742
-31,875
162
$3.38M 0.18%
55,272
+11,882
163
$3.37M 0.18%
47,824
+9,660
164
$3.34M 0.18%
52,150
+2,128
165
$3.3M 0.18%
30,149
+4,279
166
$3.19M 0.17%
79,755
+20,408
167
$3.12M 0.17%
90,000
-20,000
168
$3.02M 0.16%
163,636
+62,096
169
$3M 0.16%
+52,783
170
$2.96M 0.16%
+67,135
171
$2.87M 0.15%
48,380
-55,689
172
$2.86M 0.15%
46,388
173
$2.85M 0.15%
54,671
174
$2.85M 0.15%
79,885
-43,898
175
$2.82M 0.15%
64,004
-1,326
5 6
7
8 9