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
401
$560K 0.03%
18,670
+590
402
$560K 0.03%
16,210
-3,378
403
$559K 0.03%
+11,158
404
$558K 0.03%
32,630
-7,110
405
$557K 0.03%
10,198
-1,119
406
$548K 0.02%
38,415
-7,955
407
$548K 0.02%
8,500
408
$548K 0.02%
105,575
-20,834
409
$543K 0.02%
56,730
410
$541K 0.02%
12,800
-1,100
411
$536K 0.02%
23,575
+670
412
$535K 0.02%
19,182
+5,620
413
$533K 0.02%
5,716
-527
414
$531K 0.02%
7,325
415
$523K 0.02%
11,035
-1,538
416
$518K 0.02%
119,575
-41,052
417
$514K 0.02%
30,350
+13,470
418
$513K 0.02%
9,791
-1,385
419
$513K 0.02%
+10,400
420
$505K 0.02%
7,148
-1,245
421
$500K 0.02%
186,562
-37,644
422
$499K 0.02%
20,000
423
$497K 0.02%
40,700
+19,530
424
$493K 0.02%
101,141
-20,744
425
$489K 0.02%
15,420
+1,930
15 16
17
18 19