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
176
$1.25M 0.15%
9,675
-1,200
177
$1.23M 0.15%
13,414
-1,289
178
$1.23M 0.15%
+15,000
179
$1.22M 0.15%
89,500
+18,625
180
$1.22M 0.15%
72,820
-4,000
181
$1.21M 0.15%
+73,475
182
$1.21M 0.15%
318,865
+46,500
183
$1.2M 0.15%
46,250
-200
184
$1.19M 0.14%
26,049
-7,500
185
$1.19M 0.14%
168,300
+27,800
186
$1.18M 0.14%
30,102
+1
187
$1.17M 0.14%
+97,567
188
$1.17M 0.14%
+305,000
189
$1.17M 0.14%
53,725
190
$1.15M 0.14%
227,678
-45,991
191
$1.15M 0.14%
135,807
+80,807
192
$1.14M 0.14%
56,969
-5,586
193
$1.14M 0.14%
75,172
-54,296
194
$1.13M 0.14%
42,677
+14,239
195
$1.11M 0.14%
80,676
-800
196
$1.11M 0.14%
88,700
197
$1.1M 0.13%
23,082
-433
198
$1.09M 0.13%
15,700
+100
199
$1.07M 0.13%
597,931
+354,000
200
$1.07M 0.13%
70,839
-111,846
6 7
8
9 10