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
$2.23B
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$11.9M
3
+$11.2M
4
OEC icon
Orion
OEC
+$9.8M
5
CRL icon
Charles River Laboratories
CRL
+$9.28M

Top Sells

1
+$341M
2
+$93.5M
3
+$40M
4
UFPT icon
UFP Technologies
UFPT
+$15M
5
VSM
Versum Materials, Inc.
VSM
+$14.1M

Sector Composition

1 Financials 10.9%
2 Industrials 10.7%
3 Technology 9.16%
4 Consumer Discretionary 8.47%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-86,211
227
$1.8M 0.08%
23,253
-799
228
$1.79M 0.08%
23,618
-3,256
229
$1.79M 0.08%
11,110
-225
230
$1.73M 0.08%
61,797
231
$1.73M 0.08%
65,853
-10,292
232
$1.7M 0.08%
183,276
233
$1.69M 0.08%
165,143
-162,408
234
$1.69M 0.08%
39,016
-38
235
$1.69M 0.08%
10,124
-1,428
236
$1.67M 0.07%
26,963
-629
237
$1.65M 0.07%
147,500
-5,500
238
$1.64M 0.07%
12,307
-15
239
$1.59M 0.07%
17,034
-7,018
240
$1.56M 0.07%
17,790
241
$1.54M 0.07%
601
-133,157
242
$1.53M 0.07%
+25,044
243
$1.5M 0.07%
87,426
-15,904
244
$1.49M 0.07%
8,758
-497
245
$1.47M 0.07%
126,074
-270,242
246
$1.42M 0.06%
32,560
247
$1.4M 0.06%
35,317
-1,853
248
$1.4M 0.06%
101,568
+3,000
249
$1.37M 0.06%
32,191
-162,036
250
$1.36M 0.06%
243,646
+20,691
8 9
10
11 12