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
251
$2.32M 0.06%
25,839
-850
252
$2.31M 0.06%
20,259
-96
253
$2.31M 0.06%
403,901
-134,720
254
$2.23M 0.05%
333,110
+106,440
255
$2.22M 0.05%
20,783
+11
256
$2.22M 0.05%
16,364
-246
257
$2.2M 0.05%
107,570
+9,248
258
$2.2M 0.05%
11,894
-1,254
259
$2.18M 0.05%
332,160
+274,820
260
$2.15M 0.05%
28,639
-1,765
261
$2.13M 0.05%
6,533
+48
262
$2.13M 0.05%
217,500
263
$2.12M 0.05%
157,128
-26,780
264
$2.08M 0.05%
8,013
-599
265
$2.07M 0.05%
45,188
-1,444
266
$2.06M 0.05%
20,316
+2,823
267
$2.05M 0.05%
26,530
+16,850
268
$2.04M 0.05%
8,949
+19
269
$1.99M 0.05%
40,178
-11,235
270
$1.97M 0.05%
106,815
+13,373
271
$1.97M 0.05%
149,992
-194,174
272
$1.97M 0.05%
76,799
-303,170
273
$1.96M 0.05%
148,521
274
$1.94M 0.05%
85,910
+83,540
275
$1.93M 0.05%
7,720
-1,792
9 10
11
12 13