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
101
$4.57M 0.31%
57,338
-4,582
102
$4.57M 0.31%
+200,000
103
$4.55M 0.31%
35,127
+536
104
$4.53M 0.31%
56,272
-850
105
$4.47M 0.3%
444,977
+26,324
106
$4.45M 0.3%
55,798
-3,001
107
$4.37M 0.3%
180,212
+8,264
108
$4.36M 0.3%
107,327
-2,595
109
$4.35M 0.29%
41,092
-672
110
$4.33M 0.29%
2,431
-40
111
$4.27M 0.29%
139,220
+7,169
112
$4.27M 0.29%
292,134
-1,348
113
$4.09M 0.28%
34,152
+1,425
114
$4.06M 0.27%
183,541
115
$4.04M 0.27%
59,721
+2,156
116
$3.98M 0.27%
154,026
+12,824
117
$3.97M 0.27%
782,250
118
$3.95M 0.27%
228,434
-930
119
$3.92M 0.27%
437,189
+132,539
120
$3.9M 0.26%
25,556
+1,720
121
$3.86M 0.26%
75,048
+18,568
122
$3.8M 0.26%
89,640
+11,380
123
$3.79M 0.26%
85,700
124
$3.77M 0.26%
238,684
+20,200
125
$3.73M 0.25%
293,851
+85,960
3 4
5
6 7