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
376
$620K 0.03%
12,423
+470
377
$620K 0.03%
21,791
378
$619K 0.03%
5,675
-602
379
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9,843
-1,989
380
$617K 0.03%
5,355
+906
381
$614K 0.03%
7,824
+83
382
$609K 0.03%
6,076
+500
383
$604K 0.03%
1,643
+55
384
$604K 0.03%
9,950
385
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62,091
+12,440
386
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10,432
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387
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34,721
-9,788
388
$598K 0.03%
51,722
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389
$597K 0.03%
42,360
-600
390
$585K 0.03%
307,757
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391
$583K 0.03%
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392
$578K 0.03%
+50,000
393
$573K 0.03%
39,213
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394
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15,028
-20,475
395
$569K 0.03%
21,912
396
$569K 0.03%
17,500
397
$565K 0.03%
3,889
-465
398
$565K 0.03%
20,240
399
$562K 0.03%
+101,227
400
$561K 0.03%
+14,630
14 15
16
17 18