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
151
$4.11M 0.18%
28,082
-8,016
152
$3.97M 0.18%
35,018
-2,391
153
$3.93M 0.18%
87,758
-1,358
154
$3.91M 0.18%
77,995
+19,501
155
$3.89M 0.17%
343,700
+50,200
156
$3.88M 0.17%
22,341
+4
157
$3.83M 0.17%
26,454
-987
158
$3.82M 0.17%
45,609
-4,669
159
$3.79M 0.17%
617,344
+445,339
160
$3.78M 0.17%
47,275
-10,433
161
$3.73M 0.17%
46,296
+33
162
$3.67M 0.16%
57,412
-2,212
163
$3.66M 0.16%
31,749
-7,511
164
$3.64M 0.16%
+100,494
165
$3.62M 0.16%
35,563
+4,650
166
$3.54M 0.16%
+52,013
167
$3.53M 0.16%
61,986
-1,796
168
$3.46M 0.16%
+75,420
169
$3.46M 0.15%
21,955
+20,108
170
$3.37M 0.15%
64,780
+31,870
171
$3.37M 0.15%
12,758
-1,408
172
$3.29M 0.15%
68,733
-8,915
173
$3.08M 0.14%
56,513
-1,339
174
$3.07M 0.14%
42,278
+5,844
175
$3.06M 0.14%
45,803
-585
5 6
7
8 9