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
2576
$0 ﹤0.01%
+579
2577
– –
-2,900
2578
$0 ﹤0.01%
87
2579
$0 ﹤0.01%
359
2580
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-3,300
2581
$0 ﹤0.01%
+1,250
2582
– –
-1,700
2583
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-6,133
2584
– –
-406
2585
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-100
2586
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-11,107
2587
$0 ﹤0.01%
+100
2588
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-300
2589
$0 ﹤0.01%
188
2590
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2591
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2592
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-3,519
2593
$0 ﹤0.01%
+1
2594
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-30,000
2595
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-1,000
2596
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2597
$0 ﹤0.01%
+1,400
2598
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-210
2599
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-27,170
2600
– –
-2,000
102 103
104
105 106