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
76
$10M 0.45%
783,889
+494,820
77
$9.87M 0.44%
232,065
-1,119
78
$9.8M 0.44%
+343,502
79
$9.76M 0.44%
85,085
+5,490
80
$9.49M 0.43%
20,229
+788
81
$9.49M 0.43%
360,204
+27,274
82
$9.42M 0.42%
296,364
+52,611
83
$9.28M 0.42%
+46,710
84
$9.13M 0.41%
108,011
+4,230
85
$9.09M 0.41%
224,007
-51,082
86
$9.02M 0.4%
162,511
+30,674
87
$8.96M 0.4%
+173,598
88
$8.86M 0.4%
163,860
-820
89
$8.73M 0.39%
69,417
+28,276
90
$8.6M 0.39%
150,148
+34,254
91
$8.46M 0.38%
59,237
-65,408
92
$8.28M 0.37%
64,554
-28
93
$8.27M 0.37%
28,217
-1,494
94
$8.16M 0.37%
146,794
-895
95
$8.09M 0.36%
503,908
-110,584
96
$7.63M 0.34%
264,193
-7,343
97
$7.6M 0.34%
182,227
-4,099
98
$7.54M 0.34%
97,226
+3,235
99
$7.44M 0.33%
191,600
+13,865
100
$7.34M 0.33%
164,250
2 3
4
5 6