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
176
$1.2M 0.15%
65,025
+9,025
177
$1.2M 0.15%
56,473
-1,000
178
$1.19M 0.15%
159,972
+1,500
179
$1.19M 0.15%
14,042
+6,842
180
$1.19M 0.15%
21,169
+750
181
$1.18M 0.14%
81,800
-13,849
182
$1.15M 0.14%
101,500
-25,000
183
$1.15M 0.14%
15,797
-2,737
184
$1.15M 0.14%
17,275
-9,186
185
$1.14M 0.14%
36,318
+19,488
186
$1.11M 0.14%
454,085
-11,000
187
$1.09M 0.13%
30,000
188
$1.08M 0.13%
80,271
-5,131
189
$1.07M 0.13%
21,878
-50
190
$1.05M 0.13%
+74,746
191
$1.05M 0.13%
136,086
-7,242
192
$1.05M 0.13%
5,116
-6,000
193
$1.03M 0.13%
16,466
-500
194
$1.01M 0.12%
25,307
195
$1.01M 0.12%
125,700
-2,400
196
$994K 0.12%
67,741
197
$990K 0.12%
132,000
+117,000
198
$985K 0.12%
31,488
+4,050
199
$982K 0.12%
23,510
200
$978K 0.12%
267,981
+202,781