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
1
$37.3M 1.99%
151,967
-4,906
2
$29.1M 1.55%
350,984
-9,064
3
$27.7M 1.48%
1,217,660
+524,935
4
$27.2M 1.45%
295,933
5
$24.8M 1.32%
456,386
+179,201
6
$24.1M 1.28%
215,417
+21,915
7
$24M 1.28%
484,677
+108,085
8
$20.8M 1.11%
1,137,735
+272,502
9
$20.4M 1.09%
454,606
-26
10
$20.3M 1.08%
236,897
+42,750
11
$19.6M 1.04%
487,144
+150,402
12
$19.3M 1.03%
742,772
-4,798
13
$18.6M 0.99%
483,247
+24,582
14
$18.1M 0.97%
630,865
+151,814
15
$18.1M 0.97%
200,904
+21
16
$17.8M 0.95%
1,104,317
+329,997
17
$17.6M 0.94%
+600,000
18
$17.1M 0.91%
125,176
+47,426
19
$16.9M 0.9%
999,837
+61,774
20
$16.9M 0.9%
367,577
+183
21
$16.7M 0.89%
1,566,930
+142,560
22
$15.8M 0.84%
329,842
+76,979
23
$15.7M 0.84%
112,202
+2,923
24
$15.2M 0.81%
103,333
+20,889
25
$15.1M 0.81%
141,249
+10,750
1
2 3 4 5