AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 12.48%
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
2576
$0 ﹤0.01%
87
2577
$0 ﹤0.01%
359
2578
-3,300
2579
$0 ﹤0.01%
+1,250
2580
-1,700
2581
-6,133
2582
-406
2583
-100
2584
-11,107
2585
$0 ﹤0.01%
+100
2586
-300
2587
$0 ﹤0.01%
188
2588
-5,000
2589
$0 ﹤0.01%
+1
2590
-30,000
2591
-116
2592
-184
2593
-67
2594
-7,500
2595
$0 ﹤0.01%
+100
2596
-3
2597
-20,713
2598
-5,400
2599
-28,454
2600
-219