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
301
$1M 0.07%
132,860
302
$997K 0.07%
152,821
+97,495
303
$996K 0.07%
205,800
304
$993K 0.07%
84,373
305
$993K 0.07%
55,180
306
$990K 0.07%
26,850
-350
307
$984K 0.07%
8,200
+1,167
308
$980K 0.07%
11,000
-5,939
309
$975K 0.07%
+13,810
310
$974K 0.07%
11,011
+2,300
311
$969K 0.07%
10,000
+1,000
312
$965K 0.07%
60,500
+15,000
313
$965K 0.07%
22,484
314
$958K 0.06%
801
-16
315
$952K 0.06%
16,597
316
$949K 0.06%
92,851
-6,979
317
$942K 0.06%
101,278
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318
$938K 0.06%
98,640
+240
319
$938K 0.06%
23,607
-70,695
320
$936K 0.06%
47,438
321
$933K 0.06%
47,900
322
$933K 0.06%
33,995
323
$926K 0.06%
77,176
324
$926K 0.06%
82,415
-5,170
325
$925K 0.06%
56,068
-177,704
11 12
13
14 15