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
76
$5.43M 0.37%
505,911
-54,702
77
$5.38M 0.36%
+209,681
78
$5.36M 0.36%
126,302
-4,650
79
$5.31M 0.36%
355,408
+19,368
80
$5.3M 0.36%
154,739
+8,705
81
$5.3M 0.36%
260,593
+4,918
82
$5.29M 0.36%
127,600
+2,140
83
$5.23M 0.35%
45,288
+607
84
$5.18M 0.35%
66,014
+3,241
85
$5.15M 0.35%
549,641
+83,764
86
$5.09M 0.34%
212,065
87
$5.09M 0.34%
35,647
-375
88
$5.06M 0.34%
228,681
89
$5.05M 0.34%
60,868
+1,106
90
$5.03M 0.34%
21,209
+456
91
$4.96M 0.34%
298,723
-117,615
92
$4.95M 0.34%
179,295
+1,036
93
$4.94M 0.33%
54,422
+850
94
$4.8M 0.33%
42,718
+1,299
95
$4.8M 0.32%
141,168
-13,890
96
$4.7M 0.32%
62,836
-27,783
97
$4.68M 0.32%
66,210
-348
98
$4.63M 0.31%
31,552
+12,646
99
$4.59M 0.31%
37,845
+493
100
$4.58M 0.31%
82,182
+9,700
2 3
4
5 6