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
476
$362K 0.02%
8,408
+7,728
477
$361K 0.02%
10,050
478
$355K 0.02%
166,035
+69,310
479
$354K 0.02%
10,425
480
$353K 0.02%
9,273
-50,166
481
$352K 0.02%
4,342
482
$349K 0.02%
9,011
483
$348K 0.02%
12,911
484
$347K 0.02%
40,388
485
$347K 0.02%
4,024
-7
486
$345K 0.02%
13,588
487
$344K 0.02%
39,562
+12,600
488
$344K 0.02%
2,595
489
$340K 0.02%
24,260
490
$336K 0.02%
12,400
-1,500
491
$335K 0.02%
5,172
492
$334K 0.02%
6,988
+1,447
493
$334K 0.02%
8,200
-7,650
494
$333K 0.02%
2,954
495
$329K 0.02%
2,352
496
$328K 0.02%
10,933
+10,129
497
$328K 0.02%
45,500
498
$327K 0.02%
5,000
499
$326K 0.02%
6,150
+467
500
$325K 0.02%
8,779
18 19
20
21 22