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
2551
-5,000
2552
-5,500
2553
-5,000
2554
-7,481
2555
-2,000
2556
$0 ﹤0.01%
+250
2557
-15,800
2558
-5,000
2559
-3,862
2560
-4,559
2561
-3,000
2562
-500
2563
$0 ﹤0.01%
1,200
2564
-5,000
2565
-100
2566
$0 ﹤0.01%
+66
2567
-200
2568
-3,003
2569
-100
2570
-3,000
2571
$0 ﹤0.01%
1,194
2572
$0 ﹤0.01%
1,000
2573
-1,500
2574
-5,400
2575
$0 ﹤0.01%
2,332