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
$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
276
$1.09M 0.05%
15,193
-590
277
$1.08M 0.05%
8,538
-840
278
$1.08M 0.05%
17,591
-1,846
279
$1.08M 0.05%
49,984
-10,280
280
$1.07M 0.05%
257,391
-52,460
281
$1.06M 0.05%
8,593
+824
282
$1.06M 0.05%
271,619
-96,362
283
$1.06M 0.05%
607,000
-10,100
284
$1.06M 0.05%
76,786
-18,745
285
$1.06M 0.05%
11,432
-8,034
286
$1.06M 0.05%
89,832
-3,900
287
$1.04M 0.05%
+5,393
288
$1.04M 0.05%
11,887
-175
289
$1.04M 0.05%
214,176
-55,144
290
$1.03M 0.05%
+19,264
291
$1.03M 0.05%
49,700
-8,701
292
$1.01M 0.05%
171,715
-38,014
293
$1.01M 0.05%
63,052
-12,807
294
$1.01M 0.05%
88,880
295
$1.01M 0.05%
8,630
-14
296
$1M 0.05%
+72,720
297
$1M 0.05%
744
-69,363
298
$998K 0.04%
13,617
-100
299
$997K 0.04%
251,858
-52,038
300
$996K 0.04%
14,228
-22,496
10 11
12
13 14