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
201
$2.27M 0.1%
19,790
+600
202
$2.21M 0.1%
27,842
-3,920
203
$2.16M 0.1%
60,001
+10,500
204
$2.15M 0.1%
16,001
-3,775
205
$2.14M 0.1%
74,925
-109,145
206
$2.14M 0.1%
36,408
-426
207
$2.13M 0.1%
24,602
-200
208
$2.13M 0.1%
118,738
-32,419
209
$2.11M 0.09%
46,472
+8,891
210
$2.1M 0.09%
39,676
-1,031
211
$2.09M 0.09%
4,312
+285
212
$2.08M 0.09%
40,484
+20,627
213
$2.08M 0.09%
32,819
+340
214
$2.07M 0.09%
22,122
-554
215
$2M 0.09%
13,125
-366
216
$1.97M 0.09%
105,200
-235,840
217
$1.97M 0.09%
35,149
218
$1.96M 0.09%
38,442
-4,948
219
$1.91M 0.09%
34,657
-4,975
220
$1.89M 0.08%
39,955
-2,327
221
$1.88M 0.08%
46,706
-662
222
$1.87M 0.08%
18,526
+29
223
$1.86M 0.08%
24,524
-3,517
224
$1.83M 0.08%
34,724
225
$1.82M 0.08%
37,392
+9,864
7 8
9
10 11