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 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
176
$2.82M 0.15%
39,921
177
$2.81M 0.15%
19,399
+3,624
178
$2.8M 0.15%
15,878
+225
179
$2.79M 0.15%
2,128
+36
180
$2.77M 0.15%
22,241
-37
181
$2.77M 0.15%
43,361
+1,277
182
$2.73M 0.15%
45,212
183
$2.69M 0.14%
242,151
+172,151
184
$2.65M 0.14%
+818,981
185
$2.63M 0.14%
634,975
+162,000
186
$2.63M 0.14%
26,006
+614
187
$2.61M 0.14%
247,464
+5,396
188
$2.6M 0.14%
61,505
189
$2.58M 0.14%
36,269
-5,384
190
$2.5M 0.13%
121,985
-82,940
191
$2.5M 0.13%
103,694
+43,488
192
$2.48M 0.13%
24,449
+6,647
193
$2.44M 0.13%
31,708
+2,166
194
$2.29M 0.12%
41,769
-2,196
195
$2.27M 0.12%
19,896
+474
196
$2.23M 0.12%
31,672
+2,087
197
$2.21M 0.12%
10,887
-302
198
$2.2M 0.12%
220,634
+35,270
199
$2.2M 0.12%
102,680
+3,955
200
$2.19M 0.12%
18,700
-10,300