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
1151
– –
-57
1152
– –
-24
1153
– –
-58
1154
– –
-300
1155
– –
-540
1156
– –
-1,046
1157
– –
-420
1158
– –
-18
1159
– –
-2,103
1160
– –
-1,339
1161
– –
-60
1162
– –
-16,760
1163
– –
-16,220
1164
– –
-1,600
1165
– –
-651
1166
– –
-3,950
1167
– –
-1,192
1168
– –
-250
1169
– –
-2,125
1170
– –
-46,300
1171
– –
-3,601
1172
– –
-1,062
1173
– –
-54
1174
– –
-900
1175
– –
-80
45 46
47
48 49