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
201
$1.93M 0.13%
31,743
+2,166
202
$1.92M 0.13%
40,617
203
$1.91M 0.13%
31,494
-373
204
$1.9M 0.13%
31,192
+1,213
205
$1.85M 0.13%
134,470
206
$1.84M 0.12%
265,664
+175,050
207
$1.84M 0.12%
35,643
-1,815
208
$1.81M 0.12%
69,331
-131,866
209
$1.78M 0.12%
47,494
-502
210
$1.78M 0.12%
36,136
+1,675
211
$1.78M 0.12%
+30,000
212
$1.76M 0.12%
98,864
+15,143
213
$1.76M 0.12%
202,133
+192,596
214
$1.75M 0.12%
12,313
+2,903
215
$1.73M 0.12%
97,961
-132,429
216
$1.73M 0.12%
+327,000
217
$1.71M 0.12%
415,600
-23,000
218
$1.7M 0.12%
6,427
+100
219
$1.68M 0.11%
143,300
-27,186
220
$1.67M 0.11%
121,507
+21,662
221
$1.67M 0.11%
+94,041
222
$1.66M 0.11%
169,020
-15,885
223
$1.65M 0.11%
18,595
+760
224
$1.64M 0.11%
26,030
-200
225
$1.62M 0.11%
95,500
+2,000
7 8
9
10 11