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
351
$712K 0.03%
1,958
+40
352
$708K 0.03%
469,033
+151,582
353
$702K 0.03%
45,500
+15,500
354
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2,141
-50
355
$692K 0.03%
29,860
-3,970
356
$677K 0.03%
102,720
-21,571
357
$676K 0.03%
25,039
+12,166
358
$669K 0.03%
38,002
359
$664K 0.03%
6,000
+3,000
360
$662K 0.03%
1,340
-80,958
361
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24,713
362
$655K 0.03%
319,670
-62,854
363
$653K 0.03%
5,650
-30
364
$650K 0.03%
118,248
-23,138
365
$648K 0.03%
47,473
-9,350
366
$647K 0.03%
12,102
367
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47,831
-9,039
368
$640K 0.03%
3,679
-194
369
$636K 0.03%
16,538
+1
370
$636K 0.03%
9,767
-1,009
371
$632K 0.03%
7,302
+1,138
372
$629K 0.03%
+460,000
373
$628K 0.03%
5,666
374
$628K 0.03%
78,498
-164,288
375
$624K 0.03%
+31,987
13 14
15
16 17