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
$2.23B
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$11.9M
3
+$11.2M
4
OEC icon
Orion
OEC
+$9.8M
5
CRL icon
Charles River Laboratories
CRL
+$9.28M

Top Sells

1
+$341M
2
+$93.5M
3
+$40M
4
UFPT icon
UFP Technologies
UFPT
+$15M
5
VSM
Versum Materials, Inc.
VSM
+$14.1M

Sector Composition

1 Financials 10.9%
2 Industrials 10.7%
3 Technology 9.16%
4 Consumer Discretionary 8.47%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.09M 0.32%
87,487
-7,041
102
$6.87M 0.31%
297,533
-2,600
103
$6.87M 0.31%
66,291
-50,000
104
$6.86M 0.31%
221,682
+47,080
105
$6.77M 0.3%
250,679
+158
106
$6.48M 0.29%
112,101
-49,574
107
$6.46M 0.29%
73,450
-20,380
108
$6.32M 0.28%
130,450
+60,700
109
$6.24M 0.28%
81,437
-83,524
110
$6.17M 0.28%
245,133
-7,724
111
$6.16M 0.28%
147,924
-359,787
112
$6.11M 0.27%
346,303
+211,160
113
$6.11M 0.27%
+81,237
114
$6.09M 0.27%
83,832
-29,284
115
$6.09M 0.27%
97,167
+22,654
116
$6.01M 0.27%
177,017
-38,867
117
$5.9M 0.26%
1,159,103
118
$5.79M 0.26%
566,767
-7,975
119
$5.77M 0.26%
173,599
-104,424
120
$5.69M 0.26%
69,469
+3,546
121
$5.69M 0.26%
243,527
+198,427
122
$5.68M 0.25%
50,981
+6,025
123
$5.63M 0.25%
274,872
+64,710
124
$5.59M 0.25%
169,992
+4,506
125
$5.52M 0.25%
124,272
-17,612
3 4
5
6 7