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 Buys

1
+$17.6M
2
+$14.4M
3
+$11.9M
4
LVNTA
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
+$9.72M
5
DBI icon
Designer Brands
DBI
+$6.86M

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
201
$2.18M 0.12%
20,646
+621
202
$2.17M 0.12%
10,859
+2,020
203
$2.17M 0.12%
40,403
-2,265
204
$2.15M 0.11%
31,775
+1,195
205
$2.13M 0.11%
14,753
+4,770
206
$2.09M 0.11%
130,478
-810
207
$2.07M 0.11%
35,453
+344
208
$2.03M 0.11%
10,930
+1,453
209
$2.02M 0.11%
24,099
+432
210
$1.99M 0.11%
6,235
+324
211
$1.96M 0.1%
38,052
+7,450
212
$1.95M 0.1%
36,398
+991
213
$1.94M 0.1%
29,930
+2,489
214
$1.92M 0.1%
46,456
-1,606
215
$1.88M 0.1%
40,903
-86,125
216
$1.88M 0.1%
127,000
+50,000
217
$1.86M 0.1%
110,371
+3,561
218
$1.86M 0.1%
108,738
+26,526
219
$1.85M 0.1%
162,358
+3,000
220
$1.81M 0.1%
21,200
+5,700
221
$1.76M 0.09%
23,699
-324
222
$1.75M 0.09%
130,200
223
$1.74M 0.09%
31,411
+1,850
224
$1.71M 0.09%
165,318
+10,231
225
$1.69M 0.09%
250,455
+7,527
7 8
9
10 11