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
526
$273K 0.02%
22,010
527
$273K 0.02%
5,502
+2
528
$272K 0.02%
34,000
529
$271K 0.02%
11,517
+2,165
530
$269K 0.02%
2,053
-692
531
$268K 0.02%
20,848
+3,860
532
$267K 0.02%
5,851
533
$267K 0.02%
+52,256
534
$266K 0.02%
1,993
-117
535
$264K 0.02%
+14,700
536
$263K 0.02%
+17,265
537
$262K 0.02%
27,320
538
$261K 0.02%
35,000
-10,000
539
$260K 0.02%
13,850
540
$260K 0.02%
+7,846
541
$259K 0.02%
2,000
542
$259K 0.02%
+6,000
543
$258K 0.02%
5,740
544
$255K 0.02%
31,085
545
$255K 0.02%
1,850
546
$254K 0.02%
2,736
-50
547
$254K 0.02%
+10,000
548
$253K 0.02%
1,868
+1,150
549
$250K 0.02%
+4,500
550
$248K 0.02%
+3,000
20 21
22
23 24