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
501
$299K 0.01%
5,550
-56
502
$297K 0.01%
+20,000
503
$296K 0.01%
83,363
-21,348
504
$294K 0.01%
5,513
-170
505
$289K 0.01%
2,105
506
$286K 0.01%
18,750
507
$286K 0.01%
+173,230
508
$285K 0.01%
+17,330
509
$284K 0.01%
4,740
-1,000
510
$281K 0.01%
12,950
-1,000
511
$281K 0.01%
10,550
+250
512
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42,304
-29,432
513
$278K 0.01%
7,447
-87,390
514
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33,003
-4,793
515
$270K 0.01%
6,573
-797
516
$269K 0.01%
3,143
+200
517
$263K 0.01%
5,070
-940
518
$262K 0.01%
59,066
-15,430
519
– –
0
520
$259K 0.01%
2,488
521
$258K 0.01%
5,035
522
$258K 0.01%
10,000
-3,000
523
$256K 0.01%
2,303
524
$253K 0.01%
10,000
525
$251K 0.01%
+4,033
19 20
21
22 23