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
451
$425K 0.03%
50,355
+50,000
452
$424K 0.03%
6,000
453
$422K 0.03%
11,150
-93,978
454
$422K 0.03%
3,708
-98
455
$419K 0.03%
79,107
456
$415K 0.03%
130,500
457
$406K 0.03%
48,637
-17,849
458
$402K 0.03%
7,014
459
$400K 0.03%
46,904
-6,729
460
$394K 0.03%
32,508
+13,496
461
$392K 0.03%
3,425
+75
462
$392K 0.03%
+15,012
463
$390K 0.03%
18,606
464
$389K 0.03%
50,200
-8,400
465
$383K 0.03%
590
-711
466
$382K 0.03%
+15,279
467
$381K 0.03%
488,265
+100,904
468
$380K 0.03%
6,886
-98
469
$379K 0.03%
16,500
470
$377K 0.03%
12,120
+5
471
$376K 0.03%
2,860
472
$374K 0.03%
22,000
+11,000
473
$371K 0.03%
46,660
-5,000
474
$363K 0.02%
4,335
-289
475
$362K 0.02%
28,500
+1,300
17 18
19
20 21