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
551
$195K 0.01%
25,590
552
$191K 0.01%
51,600
-10,000
553
$189K 0.01%
+10,000
554
$187K 0.01%
12,110
555
$187K 0.01%
30,000
556
$178K 0.01%
+90,400
557
$173K 0.01%
22,000
558
$172K 0.01%
11,388
-2,322
559
$167K 0.01%
12,660
-100
560
$164K 0.01%
+5,000
561
$155K 0.01%
13,141
-29
562
$147K 0.01%
8,828
-1,940
563
$145K 0.01%
241
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564
$133K 0.01%
11,219
-1,800
565
$127K 0.01%
15,989
566
$122K 0.01%
+20,000
567
$120K 0.01%
15,864
568
$105K ﹤0.01%
12,740
569
$103K ﹤0.01%
5,167
570
$92K ﹤0.01%
2
571
$87K ﹤0.01%
2,080
572
$82K ﹤0.01%
87
573
$79K ﹤0.01%
1,413
574
$78K ﹤0.01%
14,000
575
$63K ﹤0.01%
33,623
21 22
23
24 25