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
476
$362K 0.02%
34,374
-32,700
477
$360K 0.02%
49,875
-10,648
478
$354K 0.02%
38,000
+27,764
479
$345K 0.02%
6,230
480
$341K 0.02%
27,466
481
$341K 0.02%
29,280
+7,820
482
$335K 0.02%
12,746
-1,838
483
$334K 0.02%
12,974
-15,341
484
$332K 0.01%
67,994
-13,144
485
$330K 0.01%
3,611
-1,667
486
$329K 0.01%
243,949
-43,520
487
$327K 0.01%
8,877
-325
488
$326K 0.01%
120,315
-24,443
489
$321K 0.01%
22,968
-6,170
490
$318K 0.01%
5,545
491
$316K 0.01%
3,000
492
$314K 0.01%
4,618
-1,559
493
$313K 0.01%
21,487
-8,304
494
$310K 0.01%
3,114
495
$310K 0.01%
1,907
496
$309K 0.01%
+19,644
497
$308K 0.01%
7,296
-231
498
$304K 0.01%
2,636
+281
499
$304K 0.01%
1,863
-100
500
$303K 0.01%
10,952
-12,353
18 19
20
21 22