AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
1
$28.3M 3.47%
337,247
+23,426
2
$20.9M 2.57%
298,326
+21,363
3
$19M 2.33%
100,578
+1,934
4
$15.9M 1.96%
1,788,122
+10,219
5
$15M 1.84%
191,788
+41,586
6
$13.5M 1.66%
1,125,025
-47,241
7
$11M 1.35%
135,169
+27,778
8
$10.4M 1.28%
289,748
+5,355
9
$10.3M 1.27%
586,600
+2,750
10
$9.9M 1.22%
392,829
+5,200
11
$8.43M 1.03%
243,639
+30,858
12
$8.22M 1.01%
1,957,438
13
$8.03M 0.99%
81,735
+10,787
14
$7.82M 0.96%
94,433
+200
15
$7.55M 0.93%
142,095
-1,680
16
$7.4M 0.91%
271,732
+3,788
17
$7.23M 0.89%
223,404
-700
18
$7.04M 0.86%
127,408
-272
19
$7M 0.86%
59,516
+8,624
20
$6.7M 0.82%
155,214
-937
21
$6.66M 0.82%
3,347,119
+1,284,610
22
$6.55M 0.8%
60,564
+323
23
$6.26M 0.77%
170,000
-30,000
24
$6.26M 0.77%
286,174
+101,084
25
$6.24M 0.77%
72,648
+12,235
1
2 3 4 5