AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
2526
-5,400
2527
$0 ﹤0.01%
+50
2528
-100
2529
-600
2530
$0 ﹤0.01%
+119
2531
-12,724
2532
$0 ﹤0.01%
+25
2533
-100
2534
$0 ﹤0.01%
2,000
2535
$0 ﹤0.01%
+579
2536
-2,900
2537
$0 ﹤0.01%
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2538
$0 ﹤0.01%
359
2539
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2540
$0 ﹤0.01%
+1,250
2541
-1,700
2542
-6,133
2543
-406
2544
-100
2545
-11,107
2546
$0 ﹤0.01%
+100
2547
-300
2548
$0 ﹤0.01%
188
2549
-5,000
2550
$0 ﹤0.01%
+1