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
501
$325K 0.02%
+10,746
502
$324K 0.02%
130,000
-3,300
503
$323K 0.02%
3,899
+244
504
$322K 0.02%
8,169
505
$321K 0.02%
+67,500
506
$311K 0.02%
35,380
+11,680
507
$308K 0.02%
4,625
508
$306K 0.02%
13,400
-500
509
$306K 0.02%
10,000
510
$305K 0.02%
+6,074
511
$305K 0.02%
20,233
+2,733
512
$302K 0.02%
5,863
+200
513
$300K 0.02%
5,545
-180
514
$299K 0.02%
16,965
515
$292K 0.02%
104,000
-35,500
516
$288K 0.02%
3,388
517
$287K 0.02%
5,436
518
$286K 0.02%
9,775
-950
519
$283K 0.02%
46,046
-361,200
520
$281K 0.02%
5,263
521
$280K 0.02%
1,355
522
$280K 0.02%
71,800
523
$274K 0.02%
3,777
524
$274K 0.02%
+6,797
525
$274K 0.02%
+105,200
19 20
21
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