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
151
$3.11M 0.21%
200,449
+116,207
152
$3.1M 0.21%
43,806
-460
153
$2.98M 0.2%
222,312
+3,528
154
$2.91M 0.2%
22,691
-3,506
155
$2.85M 0.19%
64,160
+5,340
156
$2.79M 0.19%
94,087
+5,626
157
$2.79M 0.19%
+263,998
158
$2.79M 0.19%
208,316
+163,270
159
$2.79M 0.19%
60,000
160
$2.74M 0.19%
52,673
+2,229
161
$2.73M 0.18%
77,961
-43,415
162
$2.68M 0.18%
142,625
-4,000
163
$2.68M 0.18%
29,399
+29,376
164
$2.62M 0.18%
149,542
-5,261
165
$2.6M 0.18%
153,327
-111,294
166
$2.59M 0.18%
75,600
+29,220
167
$2.48M 0.17%
46,388
168
$2.44M 0.16%
1,965
+906
169
$2.43M 0.16%
169,292
-94,850
170
$2.42M 0.16%
13,692
+493
171
$2.42M 0.16%
53,933
172
$2.42M 0.16%
40,601
+5,841
173
$2.41M 0.16%
18,403
-174
174
$2.41M 0.16%
45,212
175
$2.4M 0.16%
97,709
+49,638
5 6
7
8 9