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
126
$3.71M 0.25%
56,234
-13,573
127
$3.67M 0.25%
45,749
-3,553
128
$3.66M 0.25%
311,225
+14,263
129
$3.65M 0.25%
45,264
+2,025
130
$3.62M 0.25%
35,007
+3,000
131
$3.6M 0.24%
658,693
-15,000
132
$3.56M 0.24%
194,463
-110,770
133
$3.55M 0.24%
115,706
-36,355
134
$3.44M 0.23%
46,193
-10,957
135
$3.37M 0.23%
194,025
-36,081
136
$3.37M 0.23%
66,638
+60,413
137
$3.36M 0.23%
43,702
+5
138
$3.35M 0.23%
75,124
-18,008
139
$3.34M 0.23%
62,893
+30,193
140
$3.29M 0.22%
30,688
+691
141
$3.27M 0.22%
268,334
+9,389
142
$3.25M 0.22%
41,593
-283
143
$3.23M 0.22%
60,596
+628
144
$3.23M 0.22%
51,829
+2,984
145
$3.2M 0.22%
49,103
+53
146
$3.19M 0.22%
219,759
+25,329
147
$3.16M 0.21%
19,241
+1,168
148
$3.15M 0.21%
163,400
+1,000
149
$3.13M 0.21%
70,389
-474
150
$3.11M 0.21%
289,619
-500