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
2551
$0 ﹤0.01%
+66
2552
-200
2553
-3
2554
-12,410
2555
-5,000
2556
-1,100
2557
-5,000
2558
-4,500
2559
$0 ﹤0.01%
+132
2560
-400
2561
0
2562
$0 ﹤0.01%
+1,000
2563
-10,100
2564
-3,200
2565
-35,157
2566
$0 ﹤0.01%
+2,700
2567
-5,400
2568
$0 ﹤0.01%
+50
2569
-100
2570
-600
2571
$0 ﹤0.01%
+119
2572
-12,724
2573
$0 ﹤0.01%
+25
2574
-100
2575
$0 ﹤0.01%
2,000