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
51
$7.33M 0.5%
150,422
+2,380
52
$7.32M 0.5%
64,573
+15,535
53
$7.29M 0.49%
65,546
+831
54
$7.17M 0.49%
94,645
+36,346
55
$6.99M 0.47%
110,852
+110,000
56
$6.98M 0.47%
+125,000
57
$6.75M 0.46%
6,944
+328
58
$6.4M 0.43%
338,153
+54,029
59
$6.35M 0.43%
207,608
+72,547
60
$6.3M 0.43%
26,735
+10,209
61
$6.23M 0.42%
215,269
-26,357
62
$6.18M 0.42%
749,129
+682,529
63
$6.16M 0.42%
188,749
+10,996
64
$6.06M 0.41%
256,102
+12,637
65
$6.04M 0.41%
62,440
66
$5.97M 0.4%
+50,000
67
$5.67M 0.38%
159,181
-3,310
68
$5.66M 0.38%
87,298
+10,910
69
$5.66M 0.38%
166,454
+11,505
70
$5.6M 0.38%
422,691
-205,699
71
$5.58M 0.38%
206,822
-6,779
72
$5.58M 0.38%
75,199
-1,212
73
$5.56M 0.38%
102,271
-242
74
$5.54M 0.37%
213,708
+176,708
75
$5.47M 0.37%
161,877
-3,289
1 2
3
4 5