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
201
$960K 0.12%
186,052
+36,000
202
$953K 0.12%
93,500
+19,600
203
$952K 0.12%
12,800
204
$950K 0.12%
27,371
-1,631
205
$949K 0.12%
256,363
+21,500
206
$946K 0.12%
52,100
+9,500
207
$936K 0.12%
18,699
-3,636
208
$919K 0.11%
+25,600
209
$907K 0.11%
342,361
+5,000
210
$890K 0.11%
15,100
211
$886K 0.11%
123,257
212
$883K 0.11%
32,311
+3,052
213
$874K 0.11%
45,500
214
$858K 0.11%
18,363
215
$856K 0.11%
173,007
+1,667
216
$849K 0.1%
22,800
+100
217
$848K 0.1%
208,800
-2,000
218
$838K 0.1%
21,980
+80
219
$835K 0.1%
32,731
+8,022
220
$832K 0.1%
6,933
+1,283
221
$830K 0.1%
335,900
222
$825K 0.1%
110,001
+51,440
223
$822K 0.1%
23,383
+87
224
$819K 0.1%
168,847
+2,500
225
$815K 0.1%
137,200
+7,500