AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$777M
AUM Growth
-$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1 +$6M
2 +$5.42M
3 +$3.4M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$3.18M
5
KHC icon
Kraft Heinz
KHC
+$3.13M

Sector Composition

1 Financials 12.61%
2 Technology 8.45%
3 Industrials 8.34%
4 Consumer Discretionary 6.62%
5 Healthcare 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1.16M 0.15%
6,227
177
$1.16M 0.15%
19,086
+1
178
$1.15M 0.15%
+88,694
179
$1.15M 0.15%
13,427
+5
180
$1.14M 0.15%
465,085
181
$1.12M 0.14%
2,408
-1,561
182
$1.12M 0.14%
145,161
-6,846
183
$1.11M 0.14%
77,000
+5,000
184
$1.11M 0.14%
13,050
-1,750
185
$1.1M 0.14%
22,679
+1,229
186
$1.09M 0.14%
20,667
-100
187
$1.08M 0.14%
111,700
+3,450
188
$1.08M 0.14%
50,389
+3,141
189
$1.07M 0.14%
166,340
190
$1.06M 0.14%
+76,120
191
$1.06M 0.14%
12,000
192
$1.05M 0.14%
+192,869
193
$1.05M 0.14%
25,057
+2,000
194
$1.04M 0.13%
+819
195
$1.04M 0.13%
17,311
196
$1.04M 0.13%
71,800
197
$1.04M 0.13%
+32,000
198
$1.04M 0.13%
31,726
199
$1.03M 0.13%
+14,000
200
$1.03M 0.13%
56,969