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
$860M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1 +$15.3M
2 +$7.7M
3 +$3.75M
4
ALR
Alere Inc
ALR
+$3.63M
5
SLI
S L INDUSTRIES INC (DELAWARE)
SLI
+$3.24M

Top Sells

1 +$10.1M
2 +$5.71M
3 +$5.63M
4
YHOO
Yahoo Inc
YHOO
+$5.26M
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$4.53M

Sector Composition

1 Financials 11.01%
2 Technology 9.31%
3 Industrials 8.13%
4 Healthcare 7.51%
5 Consumer Discretionary 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$29.8M 3.47%
336,251
-996
2
$21.5M 2.5%
299,991
+1,665
3
$19.8M 2.31%
534,782
+411,887
4
$19.6M 2.28%
101,762
+1,184
5
$15.8M 1.84%
192,425
+637
6
$13.3M 1.55%
377,181
+87,433
7
$11.3M 1.31%
135,314
+145
8
$10.8M 1.25%
393,500
+671
9
$10.6M 1.24%
586,900
+300
10
$10.1M 1.18%
1,147,908
-640,214
11
$9.26M 1.08%
1,957,438
12
$8.59M 1%
243,683
+44
13
$8.21M 0.95%
64,893
+5,377
14
$8.05M 0.94%
94,233
-200
15
$7.88M 0.92%
76,945
-4,790
16
$7.7M 0.9%
+1,151,150
17
$7.53M 0.88%
62,057
+1,493
18
$7.34M 0.85%
297,260
+11,086
19
$7.31M 0.85%
140,816
-1,279
20
$6.76M 0.79%
206,060
-17,344
21
$6.73M 0.78%
779,108
+334,571
22
$6.71M 0.78%
131,115
+3,707
23
$6.6M 0.77%
276,176
+4,444
24
$6.49M 0.75%
194,116
-938
25
$6.35M 0.74%
86,300
+1,490