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
26
$9.46M 0.64%
301,495
-1,305
27
$9.41M 0.64%
197,645
+31,677
28
$9.4M 0.64%
162,225
+468
29
$9.3M 0.63%
244,986
-37,539
30
$9.27M 0.63%
57,951
-1,595
31
$9.15M 0.62%
76,945
32
$9.13M 0.62%
76,247
+1,132
33
$8.99M 0.61%
161,521
-2,058
34
$8.86M 0.6%
+528,197
35
$8.76M 0.59%
765,404
+195,056
36
$8.74M 0.59%
473,698
-67,944
37
$8.48M 0.57%
96,513
-3,100
38
$8.46M 0.57%
75,585
-1,282
39
$8.41M 0.57%
147,000
+120,000
40
$8.35M 0.57%
329,973
-559
41
$8.31M 0.56%
256,108
-1,085
42
$8.26M 0.56%
69,536
-822
43
$8.13M 0.55%
145,865
+34,463
44
$8.12M 0.55%
865,422
+109,188
45
$8.08M 0.55%
+240,441
46
$7.86M 0.53%
153,629
+58,979
47
$7.8M 0.53%
79,802
+533
48
$7.66M 0.52%
212,384
-2,980
49
$7.57M 0.51%
203,107
+4,755
50
$7.4M 0.5%
68,926
-2,918
1
2
3 4 5