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
$583M
AUM Growth
-$713K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1 +$5.67M
2 +$4.42M
3 +$3.62M
4
SPTN
SpartanNash
SPTN
+$2.6M
5
CPWR
COMPUWARE CORP
CPWR
+$2.53M

Top Sells

1 +$13.3M
2 +$6.64M
3 +$5.32M
4
WBSN
WEBSENSE INC
WBSN
+$5.04M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.49M

Sector Composition

1 Technology 8.71%
2 Financials 7.69%
3 Consumer Discretionary 7.07%
4 Healthcare 6.8%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$581K 0.1%
225,931
+54,082
227
$577K 0.1%
99,470
+24,000
228
$570K 0.1%
8,937
+23
229
$567K 0.1%
202,474
+27,500
230
$565K 0.1%
259,033
-70,000
231
$565K 0.1%
14,000
+1,474
232
$559K 0.1%
25,800
233
$549K 0.09%
6,374
234
$541K 0.09%
43,162
+126
235
$538K 0.09%
18,080
+500
236
$538K 0.09%
+14,065
237
$521K 0.09%
9,780
238
$521K 0.09%
72,175
+630
239
$511K 0.09%
16,694
240
$509K 0.09%
26,998
-2,108
241
$508K 0.09%
277,742
242
$506K 0.09%
56,205
+7,366
243
$505K 0.09%
20,400
+4,500
244
$501K 0.09%
213,900
+5,000
245
$496K 0.09%
87,475
-18,925
246
$495K 0.09%
6,335
+629
247
$493K 0.08%
70,447
+8,000
248
$484K 0.08%
4,317
+334
249
$483K 0.08%
+13,600
250
$480K 0.08%
30,000
-52,000