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
251
$1.33M 0.06%
813,000
-82,000
252
$1.33M 0.06%
77,868
-2,733
253
$1.32M 0.06%
48,349
-32,832
254
$1.32M 0.06%
16,515
+5
255
$1.29M 0.06%
772,905
-11,380
256
$1.26M 0.06%
108,624
-22,360
257
$1.25M 0.06%
+14,738
258
$1.25M 0.06%
9,082
-6
259
$1.22M 0.05%
45,233
-2,500
260
$1.21M 0.05%
48,640
-1,500
261
$1.21M 0.05%
30,760
-10,272
262
$1.19M 0.05%
58,930
+15,970
263
$1.17M 0.05%
222,447
-41,667
264
$1.16M 0.05%
168,838
-31,298
265
$1.15M 0.05%
4,896
-575
266
$1.14M 0.05%
361,878
-68,426
267
$1.13M 0.05%
5,378
-6
268
$1.12M 0.05%
108,654
+37,619
269
$1.11M 0.05%
10,794
-55,402
270
$1.11M 0.05%
42,541
+33,192
271
$1.11M 0.05%
33,277
+821
272
$1.1M 0.05%
806
-188
273
$1.09M 0.05%
153,995
-30,828
274
$1.09M 0.05%
211,214
-15,185
275
$1.09M 0.05%
15,193
-590
9 10
11
12 13