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
2476
– –
0
2477
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-12,700
2478
$0 ﹤0.01%
1,038
2479
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-200
2480
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-116,381
2481
$0 ﹤0.01%
+200
2482
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-91,785
2483
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-6,200
2484
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-5,000
2485
$0 ﹤0.01%
+400
2486
$0 ﹤0.01%
+1,104
2487
$0 ﹤0.01%
+900
2488
– –
-5,019
2489
– –
-63
2490
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-12,000
2491
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-10,000
2492
$0 ﹤0.01%
+1,300
2493
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-2,600
2494
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-56,000
2495
$0 ﹤0.01%
+666
2496
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-9,127
2497
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-59,200
2498
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-2,000
2499
– –
-10,000
2500
– –
-5,000
98 99
100
101 102