AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
1001
– –
-4,750
1002
– –
-500
1003
– –
-46
1004
– –
-948
1005
– –
-225
1006
– –
-2,533
1007
– –
-1,431
1008
– –
-200
1009
– –
-5,601
1010
– –
-2,700
1011
– –
-1,200
1012
– –
-6,603
1013
– –
-53
1014
– –
-399
1015
– –
-4,000
1016
– –
-312
1017
– –
-3,000
1018
– –
-300
1019
– –
-300
1020
– –
-100
1021
– –
-200
1022
– –
-500
1023
– –
-167
1024
– –
-716
1025
– –
-10
39 40
41
42 43