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
51
$13M 0.58%
287,427
-15,360
52
$12.9M 0.58%
586,115
+220,718
53
$12.7M 0.57%
365,688
-5,034
54
$12.4M 0.56%
59,915
+4,559
55
$12.1M 0.54%
143,585
+4,884
56
$12M 0.54%
247,565
+88,277
57
$12M 0.54%
4,445,843
+920,130
58
$12M 0.54%
90,113
+8,062
59
$12M 0.54%
223,134
-69,910
60
$11.8M 0.53%
465,263
+5,786
61
$11.7M 0.52%
121,886
+44,003
62
$11.7M 0.52%
280,871
+43,559
63
$11.6M 0.52%
366,507
-3,415
64
$11.4M 0.51%
116,574
+5,935
65
$11.3M 0.51%
140,052
+25,550
66
$11.2M 0.5%
118,990
-12,124
67
$11.2M 0.5%
230,877
+5,349
68
$10.9M 0.49%
309,383
+24,419
69
$10.9M 0.49%
190,143
-3,629
70
$10.8M 0.48%
428,269
+125,786
71
$10.7M 0.48%
53,622
+10,620
72
$10.5M 0.47%
60,787
-4,751
73
$10.4M 0.46%
59,538
+2,773
74
$10.2M 0.46%
132,926
+61,066
75
$10.1M 0.45%
38,227
-758
1 2
3
4 5