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
301
$1.66M 0.04%
188,850
+7,879
302
$1.65M 0.04%
41,810
+1,925
303
$1.64M 0.04%
12,626
-559
304
$1.63M 0.04%
6,710
-243
305
$1.63M 0.04%
164,114
+414
306
$1.61M 0.04%
187,106
-3,705
307
$1.6M 0.04%
78,962
+13,900
308
$1.59M 0.04%
162,993
309
$1.59M 0.04%
4,587
310
$1.58M 0.04%
75,587
-171,446
311
$1.57M 0.04%
3,521
-224
312
$1.57M 0.04%
12,572
-650
313
$1.56M 0.04%
15,556
-1,393
314
$1.52M 0.04%
17,927
-622
315
$1.52M 0.04%
1,029
-45
316
$1.51M 0.04%
11,204
+798
317
$1.5M 0.04%
22,055
+816
318
$1.5M 0.04%
29,639
-26,455
319
$1.5M 0.04%
+15,575
320
$1.48M 0.04%
151,669
+1,307
321
$1.47M 0.04%
108,837
-110,842
322
$1.47M 0.04%
52,974
-1,408
323
$1.47M 0.04%
72,474
-607,991
324
$1.47M 0.04%
29,640
-2,840
325
$1.46M 0.04%
32,639
+2,532
11 12
13
14 15