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
$1.37B
AUM Growth
+$383M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$13.4M
3 +$8.67M
4
FDML
Federal-Mogul Holdings Corporation
FDML
+$8.63M
5
BLOX
Infoblox Inc
BLOX
+$7.79M

Top Sells

1 +$12.8M
2 +$9.29M
3 +$6.83M
4
IM
Ingram Micro
IM
+$4.25M
5
FWONK icon
Liberty Media Series C
FWONK
+$3.86M

Sector Composition

1 Financials 11.54%
2 Technology 9.86%
3 Industrials 9.47%
4 Consumer Discretionary 8.37%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$28.5M 2.08%
344,809
+6,122
2
$27.8M 2.03%
290,090
-96,855
3
$27.4M 2%
133,569
+24,038
4
$23M 1.68%
301,218
+550
5
$16.8M 1.22%
579,700
+299,604
6
$16.3M 1.19%
198,607
+251
7
$13.9M 1.02%
381,012
+1,308
8
$13.8M 1%
691,270
+77,960
9
$13.6M 0.99%
+526,550
10
$13.4M 0.98%
+337,173
11
$13.1M 0.95%
354,616
-346,622
12
$12.7M 0.93%
383,925
-8,625
13
$12.7M 0.92%
1,811,486
-147,952
14
$12.5M 0.91%
76,535
+34,092
15
$12.3M 0.9%
107,014
+43,513
16
$11.9M 0.87%
191,529
+58,222
17
$11.8M 0.86%
139,109
+2,095
18
$11.2M 0.82%
133,548
+69,947
19
$11.1M 0.81%
311,016
+51,605
20
$11.1M 0.81%
282,525
+48,886
21
$10.7M 0.78%
118,304
+69,247
22
$9.73M 0.71%
302,800
+110,113
23
$9.63M 0.7%
934,039
+836,703
24
$9.02M 0.66%
163,579
+57,053
25
$8.89M 0.65%
59,546
+29,131