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
576
$206K 0.01%
2,019
+1
577
$202K 0.01%
2,000
578
$199K 0.01%
30,000
579
$197K 0.01%
+63,800
580
$195K 0.01%
11,900
-11,800
581
$179K 0.01%
12,610
582
$170K 0.01%
15,000
583
$165K 0.01%
179,500
+2,500
584
$164K 0.01%
40,000
585
$152K 0.01%
14,024
586
$152K 0.01%
380,000
-55,000
587
$151K 0.01%
4,225
-63
588
$142K 0.01%
11,486
+221
589
$142K 0.01%
+2,750
590
$141K 0.01%
17,000
-82,000
591
$137K 0.01%
100,000
-30,000
592
$134K 0.01%
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593
$133K 0.01%
21,074
594
$133K 0.01%
30,488
-77,211
595
$128K 0.01%
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596
$122K 0.01%
120,000
597
$122K 0.01%
+10,000
598
$122K 0.01%
382,641
599
$115K 0.01%
15,864
600
$110K 0.01%
48,156
22 23
24
25 26