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
301
$991K 0.04%
47,500
-670
302
$990K 0.04%
242,122
-2,328
303
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19,562
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304
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231,734
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306
$922K 0.04%
17,379
307
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9,420
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308
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152,223
-25,709
309
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17,900
310
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13,952
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311
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312
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313
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314
$858K 0.04%
352,996
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315
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93,000
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318
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320
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72,140
321
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21,394
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$844K 0.04%
+36,300
323
$843K 0.04%
100,199
-1,460
324
$837K 0.04%
132,844
-26,502
325
$836K 0.04%
8,291
-23
11 12
13
14 15