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
1151
– –
-186
1152
– –
-1,708
1153
– –
-1,492
1154
– –
-3,340
1155
– –
-378
1156
– –
-57
1157
– –
-24
1158
– –
-1,981
1159
– –
-590
1160
– –
-2,200
1161
– –
-110
1162
– –
-2,639
1163
– –
-1,046
1164
– –
-420
1165
– –
-728
1166
– –
-4
1167
– –
-900
1168
– –
-82
1169
– –
-575
1170
– –
-1,167
1171
– –
-7,500
1172
– –
-769
1173
– –
-3,601
1174
– –
-1,062
1175
– –
-6,603
45 46
47
48 49