AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
+$181M
2
+$54.1M
3
+$41.9M
4
SPTN
SpartanNash
SPTN
+$17M
5
OI icon
O-I Glass
OI
+$14.7M

Top Sells

1
+$106M
2
+$26.1M
3
+$14.6M
4
VG
Vonage Holdings Corporation
VG
+$12.4M
5
CVX icon
Chevron
CVX
+$11.1M

Sector Composition

1 Industrials 16.04%
2 Technology 12.48%
3 Financials 11.3%
4 Consumer Discretionary 10.98%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-12,724
2502
$0 ﹤0.01%
+25
2503
– –
-100
2504
$0 ﹤0.01%
2,000
2505
$0 ﹤0.01%
+579
2506
– –
-2,900
2507
$0 ﹤0.01%
87
2508
$0 ﹤0.01%
359
2509
– –
-3,300
2510
$0 ﹤0.01%
+1,250
2511
– –
-1,700
2512
– –
-6,133
2513
– –
-406
2514
– –
-100
2515
– –
-11,107
2516
$0 ﹤0.01%
+100
2517
– –
-300
2518
$0 ﹤0.01%
188
2519
– –
-5,000
2520
$0 ﹤0.01%
+1
2521
– –
-30,000
2522
– –
-1,000
2523
– –
-1,013
2524
$0 ﹤0.01%
+1,400
2525
– –
-2,800
99 100
101
102 103