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
$4.09B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,920
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$50.3M
3
+$38.7M
4
SPTN
SpartanNash
SPTN
+$19.8M
5
OI icon
O-I Glass
OI
+$14.9M

Top Sells

1
+$113M
2
+$28.1M
3
+$13.5M
4
CVX icon
Chevron
CVX
+$12.6M
5
VG
Vonage Holdings Corporation
VG
+$12.3M

Sector Composition

1 Industrials 16.04%
2 Technology 12.35%
3 Financials 11.29%
4 Consumer Discretionary 10.98%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.75M 0.07%
6,036
+4
227
$2.74M 0.07%
66,119
-18,560
228
$2.72M 0.07%
15,577
-1,103
229
$2.7M 0.07%
9,071
-898
230
$2.69M 0.07%
58,979
+13,998
231
$2.67M 0.06%
69,760
+350
232
$2.65M 0.06%
5,144,538
-54,934
233
$2.63M 0.06%
19,964
-2,916
234
$2.62M 0.06%
51,429
+17,260
235
$2.62M 0.06%
11,321
-8,604
236
$2.62M 0.06%
35,839
-497
237
$2.6M 0.06%
29,017
-1,569
238
$2.57M 0.06%
25,667
-3,897
239
$2.54M 0.06%
33,201
+6,264
240
$2.47M 0.06%
48,090
+8,580
241
$2.47M 0.06%
11,105
+88
242
$2.46M 0.06%
53,330
-40
243
$2.46M 0.06%
39,639
+456
244
$2.44M 0.06%
248,861
245
$2.42M 0.06%
14,605
-113
246
$2.42M 0.06%
43,527
-17,269
247
$2.42M 0.06%
33,476
-424
248
$2.4M 0.06%
126,859
-15,440
249
$2.39M 0.06%
13,712
-3,853
250
$2.32M 0.06%
28,225
-21,125
8 9
10
11 12