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
$780M
AUM Growth
+$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$6.71M
3
+$5.36M
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$5.36M
5
EMKR
Emcore Corp
EMKR
+$4.09M

Top Sells

1
+$11.9M
2
+$3.15M
3
+$2.68M
4
ZLC
ZALE CORPORATION
ZLC
+$2.51M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$2.39M

Sector Composition

1 Financials 12.8%
2 Technology 8.49%
3 Consumer Discretionary 6.54%
4 Industrials 6.11%
5 Healthcare 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.5M 2.5%
270,774
-2,687
2
$16.1M 2.06%
89,102
+2,754
3
$15.2M 1.94%
2,200,249
+2,037,968
4
$14.7M 1.89%
217,804
5
$13M 1.67%
1,633,193
+80,265
6
$12.8M 1.64%
169,922
-1,330
7
$11.8M 1.52%
904,784
+13,590
8
$10.3M 1.32%
583,755
9
$9.98M 1.28%
171,390
+11,589
10
$9.13M 1.17%
659,190
-58,800
11
$8.21M 1.05%
106,761
12
$8.1M 1.04%
332,979
-3,860
13
$7.9M 1.01%
60,253
14
$7.82M 1%
93,548
+4,755
15
$7.82M 1%
70,948
16
$7.77M 1%
168,061
-7,465
17
$7.75M 0.99%
222,590
-10,200
18
$7.66M 0.98%
106,625
+3,900
19
$7.48M 0.96%
151,847
+5,321
20
$6.81M 0.87%
475,501
-928
21
$6.71M 0.86%
+332,640
22
$6.6M 0.85%
61,910
+2,533
23
$6.38M 0.82%
1,094,986
+4,364
24
$6.18M 0.79%
432,380
+64,622
25
$6.14M 0.79%
65,850
+57,500
1
2 3 4 5