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
176
$3.04M 0.14%
40,572
-1,587
177
$3M 0.13%
36,834
-7,370
178
$2.97M 0.13%
48,169
+4,952
179
$2.9M 0.13%
55,392
-613
180
$2.9M 0.13%
61,517
-930
181
$2.85M 0.13%
+57,903
182
$2.82M 0.13%
168,740
-26,020
183
$2.81M 0.13%
46,035
-1,355
184
$2.8M 0.13%
179,284
-472,271
185
$2.79M 0.13%
155,433
-50,677
186
$2.72M 0.12%
13,648
-3,911
187
$2.69M 0.12%
+54,381
188
$2.69M 0.12%
63,613
-2,223
189
$2.67M 0.12%
45,212
190
$2.56M 0.11%
49,968
-3,748
191
$2.56M 0.11%
30,058
192
$2.49M 0.11%
97,391
+280
193
$2.49M 0.11%
61,505
194
$2.45M 0.11%
13,459
-367
195
$2.41M 0.11%
161,828
-757,471
196
$2.4M 0.11%
214,272
-29,717
197
$2.33M 0.1%
39,647
-10,046
198
$2.33M 0.1%
12,084
-1,472
199
$2.33M 0.1%
+90,290
200
$2.27M 0.1%
17,861
+3,013
6 7
8
9 10