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
326
$923K 0.06%
23,564
+56
327
$916K 0.06%
157,900
-118,000
328
$907K 0.06%
78,500
329
$901K 0.06%
53,500
-15,261
330
$899K 0.06%
22,900
331
$893K 0.06%
482,931
332
$889K 0.06%
24,357
+7,900
333
$886K 0.06%
63,069
334
$886K 0.06%
6,365
-2
335
$884K 0.06%
14,633
336
$883K 0.06%
16,060
+80
337
$873K 0.06%
58,656
338
$862K 0.06%
72,002
-12,998
339
$861K 0.06%
15,921
340
$860K 0.06%
56,216
341
$857K 0.06%
290,500
342
$851K 0.06%
18,180
343
$832K 0.06%
22,260
-29,000
344
$829K 0.06%
142,700
345
$825K 0.06%
18,989
-2,197
346
$813K 0.06%
15,410
+838
347
$802K 0.05%
92,707
-24,000
348
$802K 0.05%
+167,112
349
$797K 0.05%
9,701
+101
350
$785K 0.05%
6,615
-75
12 13
14
15 16