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
26
$17.5M 0.78%
319,661
+4,251
27
$17.5M 0.78%
133,287
+2,937
28
$17.3M 0.77%
379,162
+63,949
29
$17.1M 0.77%
306,743
+41,106
30
$16.9M 0.76%
146,919
-3,027
31
$16.7M 0.75%
714,850
32
$16.4M 0.74%
523,479
+41,120
33
$16.4M 0.73%
398,108
+6,753
34
$16.2M 0.73%
163,127
-56,310
35
$16.2M 0.73%
87,755
+5,177
36
$16.2M 0.73%
208,466
+58,154
37
$15.9M 0.71%
378,370
-12,775
38
$15.7M 0.7%
543,940
-3,600
39
$14.8M 0.66%
1,042,282
+570,944
40
$14.6M 0.66%
+1,058,358
41
$14.5M 0.65%
738,943
-90,512
42
$14.4M 0.64%
1,045,510
+38,080
43
$14.2M 0.64%
903,787
-8,765
44
$14.1M 0.63%
419,050
-42,108
45
$14.1M 0.63%
47,854
-251
46
$14M 0.63%
228,391
+31,604
47
$14M 0.63%
67,110
+1,440
48
$13.4M 0.6%
492,124
+26,916
49
$13.1M 0.59%
157,149
+6,559
50
$13.1M 0.59%
466,466
+424,609
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