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
551
$242K 0.02%
2,357
552
$241K 0.02%
1,033
-142
553
$240K 0.02%
1,008
+3
554
$239K 0.02%
3,050
+1,900
555
$233K 0.02%
1,961
-214
556
$230K 0.02%
40,000
557
$230K 0.02%
3,938
+5
558
$229K 0.02%
3,280
-1,335
559
$228K 0.02%
+12,370
560
$228K 0.02%
2,635
561
$226K 0.02%
15,183
+57
562
$226K 0.02%
6,818
563
$224K 0.02%
5,961
564
$223K 0.02%
8,462
-913
565
$223K 0.02%
1,699
-500
566
$223K 0.02%
+28,000
567
$219K 0.01%
6,937
568
$219K 0.01%
36,419
-46,200
569
$216K 0.01%
3,500
-250
570
$216K 0.01%
4,407
571
$213K 0.01%
17,413
572
$212K 0.01%
1,600
573
$211K 0.01%
2,584
574
$211K 0.01%
48,076
575
$207K 0.01%
12,000
21 22
23
24 25