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
$1.48B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,286
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$8.86M
3 +$8.08M
4
SCAI
Surgical Care Affiliates, Inc.
SCAI
+$6.98M
5
RAI
Reynolds American Inc
RAI
+$6.93M

Top Sells

1 +$7.79M
2 +$6.56M
3 +$3.81M
4
DIN icon
Dine Brands
DIN
+$3.73M
5
ANDE icon
Andersons Inc
ANDE
+$3.56M

Sector Composition

1 Financials 10.5%
2 Technology 9.96%
3 Industrials 9.67%
4 Healthcare 8.9%
5 Consumer Discretionary 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1.11M 0.08%
65,927
-163,645
277
$1.11M 0.08%
9,200
-50
278
$1.11M 0.08%
79,930
-108,606
279
$1.1M 0.07%
+137,020
280
$1.09M 0.07%
56,137
-839
281
$1.09M 0.07%
14,073
-500
282
$1.09M 0.07%
14,908
+12
283
$1.08M 0.07%
69,050
284
$1.08M 0.07%
34,750
+2,000
285
$1.08M 0.07%
+30,900
286
$1.08M 0.07%
+92,922
287
$1.08M 0.07%
10,621
+2,069
288
$1.07M 0.07%
10,441
+450
289
$1.07M 0.07%
120,757
-800
290
$1.06M 0.07%
228,500
+26,500
291
$1.06M 0.07%
82,166
+2,450
292
$1.06M 0.07%
123,700
293
$1.04M 0.07%
330,793
+7,430
294
$1.03M 0.07%
21,531
-1,198
295
$1.02M 0.07%
128,750
+123,100
296
$1.02M 0.07%
20,498
-450
297
$1.02M 0.07%
52,777
-2,405
298
$1.01M 0.07%
19,505
+299
299
$1.01M 0.07%
+11,000
300
$1M 0.07%
21,287
-214