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
576
$59K ﹤0.01%
10,518
577
$53K ﹤0.01%
2,155
+344
578
$43K ﹤0.01%
11,000
-465,000
579
$39K ﹤0.01%
1,747
-28,684
580
$35K ﹤0.01%
+30,000
581
$25K ﹤0.01%
+10,600
582
– –
-49,400
583
– –
-8,358
584
– –
-162,523
585
– –
-10,000
586
– –
-6,030
587
– –
-9,150
588
– –
-11,900
589
– –
-827
590
– –
-23,973
591
– –
-10,000
592
– –
-3,766
593
– –
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594
– –
-5,400
595
– –
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596
– –
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597
– –
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598
– –
-40,830
599
– –
-2,995
600
– –
-1,775
22 23
24
25 26