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
176
$2.4M 0.16%
355,292
+58,353
177
$2.39M 0.16%
30,136
-111
178
$2.39M 0.16%
153,753
-66,078
179
$2.37M 0.16%
+43,451
180
$2.36M 0.16%
39,921
181
$2.34M 0.16%
40,771
-10,276
182
$2.32M 0.16%
22,069
-195
183
$2.28M 0.15%
33,118
+1,289
184
$2.27M 0.15%
33,377
+1,050
185
$2.27M 0.15%
131,288
186
$2.26M 0.15%
177,574
-12,013
187
$2.14M 0.15%
193,400
+44,000
188
$2.11M 0.14%
40,831
+1,994
189
$2.08M 0.14%
186,722
+660
190
$2.07M 0.14%
52,564
-700
191
$2.07M 0.14%
380,285
-7,550
192
$2.06M 0.14%
477,975
+36,821
193
$2.05M 0.14%
52,600
+700
194
$2.04M 0.14%
63,432
+3,000
195
$2.03M 0.14%
10,838
-160
196
$2.01M 0.14%
35,800
+5,800
197
$1.99M 0.14%
12,437
-1,346
198
$1.98M 0.13%
27,098
-866
199
$1.95M 0.13%
33,167
+3,450
200
$1.93M 0.13%
38,742
-3,151
6 7
8
9 10