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
426
$484K 0.02%
109,211
-21,761
427
$481K 0.02%
3,619
428
$479K 0.02%
4,448
-502
429
$479K 0.02%
27,063
-816
430
$478K 0.02%
20,247
-3,970
431
$476K 0.02%
+15,987
432
$476K 0.02%
26,823
-933
433
$475K 0.02%
22,598
+10,502
434
$473K 0.02%
8,333
435
$472K 0.02%
70,000
-25,000
436
$472K 0.02%
10,845
-7,613
437
$471K 0.02%
21,198
-1,970
438
$470K 0.02%
12,984
439
$464K 0.02%
34,779
+5,067
440
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14,448
441
$452K 0.02%
+57,340
442
$442K 0.02%
1,661
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443
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140,000
+60,000
444
$432K 0.02%
21,000
+11,500
445
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41,568
446
$431K 0.02%
6,450
-1,890
447
$430K 0.02%
18,805
448
$425K 0.02%
+32,460
449
$423K 0.02%
53,265
+18,980
450
$421K 0.02%
20,100
16 17
18
19 20