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
451
$417K 0.02%
19,228
-4,827
452
$415K 0.02%
12,734
453
$412K 0.02%
1,396
-141
454
$408K 0.02%
11,329
455
$408K 0.02%
+23,895
456
$406K 0.02%
9,467
+108
457
$405K 0.02%
4,582
-15
458
$405K 0.02%
2,352
459
$403K 0.02%
1,960
460
$395K 0.02%
7,746
-6,318
461
$394K 0.02%
5,993
-275
462
$394K 0.02%
3,022
-94
463
$389K 0.02%
+13,149
464
$389K 0.02%
2,124
-130
465
$385K 0.02%
2,456
-496
466
$380K 0.02%
44,952
-9,180
467
$379K 0.02%
7,563
-1,022
468
$378K 0.02%
22,162
-4,239
469
$377K 0.02%
120,712
+24,622
470
$376K 0.02%
9,630
-1,995
471
$371K 0.02%
23,500
472
$370K 0.02%
+3,070
473
$365K 0.02%
20,000
-30,000
474
$365K 0.02%
46,100
-2,600
475
$363K 0.02%
+3,000
17 18
19
20 21