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
1
$33.5M 2.27%
154,658
+21,089
2
$28.4M 1.92%
343,546
-1,263
3
$26.3M 1.78%
263,101
-26,989
4
$22.8M 1.54%
282,190
-19,028
5
$21.4M 1.45%
596,132
+16,432
6
$16.7M 1.13%
198,879
+272
7
$15.8M 1.07%
401,089
+20,077
8
$14.8M 1%
326,268
-10,905
9
$14.4M 0.97%
1,438,111
+504,072
10
$14.2M 0.96%
549,112
+22,562
11
$14.2M 0.96%
692,270
+1,000
12
$13.5M 0.91%
279,708
+251,368
13
$13.3M 0.9%
107,186
+172
14
$13M 0.88%
326,442
+15,426
15
$12.9M 0.87%
1,801,486
-10,000
16
$12.9M 0.87%
77,173
+638
17
$12.6M 0.86%
400,426
+16,501
18
$12.6M 0.85%
191,218
-311
19
$12.5M 0.85%
139,486
+377
20
$12.4M 0.84%
278,269
-76,347
21
$11.9M 0.81%
132,805
-743
22
$10.6M 0.72%
1,420,770
+240,506
23
$10.2M 0.69%
345,885
+125,336
24
$9.68M 0.66%
118,087
-217
25
$9.63M 0.65%
522,560
+309,933
1
2 3 4 5