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
326
$832K 0.04%
167,081
-33,899
327
$825K 0.04%
68,548
-4,000
328
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28,107
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329
$821K 0.04%
73,022
-5,167
330
$812K 0.04%
324,804
-696
331
$811K 0.04%
4,851
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332
$799K 0.04%
9,835
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333
$792K 0.04%
68,000
334
$790K 0.04%
34,730
335
$789K 0.04%
461,128
-113,470
336
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110,688
+87,984
337
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25,000
338
$754K 0.03%
42,585
339
$749K 0.03%
118,500
+83,500
340
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+4,750
341
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342
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25,000
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343
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13,452
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344
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345
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+176
346
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+215,000
347
$726K 0.03%
19,791
-3,995
348
$725K 0.03%
464,488
-93,698
349
$724K 0.03%
5,085
-3,291
350
$716K 0.03%
8,254
12 13
14
15 16