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
126
$5.48M 0.25%
63,621
+3,995
127
$5.48M 0.25%
317,389
-231,623
128
$5.29M 0.24%
88,007
-3,093
129
$5.18M 0.23%
246,309
130
$5.16M 0.23%
+43,677
131
$5.07M 0.23%
64,706
+3,010
132
$5M 0.22%
92,380
-1,180
133
$4.88M 0.22%
194,367
+40,694
134
$4.84M 0.22%
82,492
-723
135
$4.75M 0.21%
205,285
+102,800
136
$4.73M 0.21%
108,386
-72,809
137
$4.73M 0.21%
+83,889
138
$4.65M 0.21%
30,992
-1,636
139
$4.61M 0.21%
52,651
-95,360
140
$4.6M 0.21%
1,756,367
141
$4.49M 0.2%
32,223
+1,891
142
$4.48M 0.2%
281,779
+218,704
143
$4.39M 0.2%
58,524
-30,477
144
$4.37M 0.2%
169,617
-3,255
145
$4.35M 0.2%
32,667
-2,327
146
$4.34M 0.19%
5,542
+728
147
$4.24M 0.19%
666,997
-288,980
148
$4.19M 0.19%
2,233
-222
149
$4.15M 0.19%
794,250
150
$4.15M 0.19%
24,527
-925
4 5
6
7 8