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
201
$1.06M 0.13%
21,067
+813
202
$1.05M 0.13%
121,226
+49,710
203
$1.04M 0.13%
+10,000
204
$1.02M 0.12%
+10,000
205
$1.02M 0.12%
46,500
206
$1.01M 0.12%
80,150
+6,500
207
$1.01M 0.12%
14,800
+1,050
208
$1M 0.12%
13,412
209
$991K 0.12%
+36,167
210
$978K 0.12%
33,200
211
$975K 0.12%
73,200
212
$972K 0.12%
52,000
-2,430
213
$955K 0.12%
79,098
-2,280
214
$941K 0.11%
25,425
+22,925
215
$938K 0.11%
43,268
-20,621
216
$932K 0.11%
82,500
-34,000
217
$914K 0.11%
33,237
218
$913K 0.11%
32,900
219
$908K 0.11%
117,051
220
$908K 0.11%
26,982
+57
221
$904K 0.11%
9,776
-300
222
$904K 0.11%
109,500
+20,500
223
$896K 0.11%
44,297
-61,702
224
$891K 0.11%
31,572
+2,570
225
$883K 0.11%
135,500
7 8
9
10 11