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
351
$773K 0.05%
6,720
-782
352
$769K 0.05%
61,400
+17,000
353
$761K 0.05%
26,226
+16,742
354
$758K 0.05%
18,780
355
$758K 0.05%
6,304
356
$739K 0.05%
3,090
-1,500
357
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22,322
-200
358
$727K 0.05%
50,000
-2,000
359
$726K 0.05%
58,100
360
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8,215
+263
361
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7,299
-1,254
362
$699K 0.05%
13,288
-41
363
$686K 0.05%
24,401
-19,412
364
$685K 0.05%
15,490
+215
365
$684K 0.05%
13,163
366
$676K 0.05%
8,150
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367
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8,686
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368
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21,000
369
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11,900
-100
370
$663K 0.04%
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-199
371
$661K 0.04%
49,600
+600
372
$660K 0.04%
6,425
373
$647K 0.04%
51,811
+4,211
374
$641K 0.04%
10,450
+7,600
375
$630K 0.04%
29,217
-31,725
13 14
15
16 17