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
1
$52.8M 2.37%
419,940
-24,040
2
$47.4M 2.13%
176,152
+18,208
3
$32.6M 1.46%
243,348
+2,518
4
$30M 1.35%
296,351
5
$27.8M 1.25%
552,111
+120,021
6
$27.1M 1.21%
309,859
-1,294
7
$25.5M 1.14%
183,191
+5,354
8
$25.2M 1.13%
225,492
+6,806
9
$24M 1.08%
568,254
-36,480
10
$23.8M 1.06%
170,077
+34,280
11
$23.7M 1.06%
895,074
+83,286
12
$23.6M 1.06%
354,149
-8,022
13
$22.9M 1.03%
1,960,596
-190,326
14
$22.4M 1%
281,767
+6,010
15
$22.3M 1%
188,404
+17,506
16
$22.2M 1%
2,423,701
+397,705
17
$22M 0.99%
126,020
+10,889
18
$21.9M 0.98%
199,408
-13,298
19
$21.8M 0.98%
400,695
-1,528
20
$20.8M 0.93%
533,448
+40,225
21
$20.1M 0.9%
517,100
-44,763
22
$19.4M 0.87%
570,400
+20,405
23
$18.9M 0.85%
100,192
+844
24
$18.5M 0.83%
148,959
+90,141
25
$17.5M 0.79%
71,907
+228
1
2 3 4 5