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
2526
$0 ﹤0.01%
232
2527
-406
2528
-1,723
2529
-40,000
2530
$0 ﹤0.01%
+1,350
2531
-15,100
2532
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+266
2533
-800
2534
$0 ﹤0.01%
+250
2535
-1,000
2536
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2537
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+100
2538
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2539
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2540
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2541
$0 ﹤0.01%
+2,500
2542
-30,000
2543
-15,437
2544
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2545
-5,000
2546
-670
2547
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2548
$0 ﹤0.01%
+332
2549
-86,800
2550
-1,000