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
1026
– –
-705
1027
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-1,926
1028
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-375
1029
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1030
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-1,150
1031
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-500
1032
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-698
1033
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-2,174
1034
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-275
1035
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-1,824
1036
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-1,663
1037
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-200
1038
– –
-7,400
1039
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-426
1040
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-359
1041
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-1,400
1042
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-1,783
1043
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-30
1044
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-1,400
1045
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-100
1046
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-702
1047
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-1,157
1048
– –
-6
1049
– –
-202
1050
– –
-2,500
40 41
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43 44