AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.17B
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,562
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$31.1M
3
+$12.6M
4
R icon
Ryder
R
+$11.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.48M

Top Sells

1
+$68.1M
2
+$54.4M
3
+$22.9M
4
SPTN
SpartanNash
SPTN
+$10.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$10.8M

Sector Composition

1 Industrials 16.8%
2 Consumer Discretionary 11.89%
3 Technology 11.01%
4 Financials 10.64%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.23M 0.04%
349,999
302
$1.22M 0.04%
12,839
+30
303
$1.21M 0.04%
734,820
+39,440
304
$1.21M 0.04%
38,640
305
$1.2M 0.04%
11,713
+11,313
306
$1.2M 0.04%
178,370
+15,377
307
$1.19M 0.04%
13,814
-8,928
308
$1.18M 0.04%
+133,730
309
$1.18M 0.04%
120,240
310
$1.18M 0.04%
77,797
+23,624
311
$1.16M 0.04%
7,594
-150
312
$1.13M 0.04%
6,875
-192
313
$1.13M 0.04%
81,021
+498
314
$1.13M 0.04%
25,633
-5,277
315
$1.13M 0.04%
9,042
-22
316
$1.13M 0.04%
97,541
+13,101
317
$1.12M 0.04%
13,983
-5,599
318
$1.12M 0.04%
9,913
-165
319
$1.11M 0.04%
168,484
-7,100
320
$1.11M 0.04%
8,898
-392,078
321
$1.1M 0.03%
9,440
-416
322
$1.1M 0.03%
191,324
+68,717
323
$1.08M 0.03%
995
324
$1.07M 0.03%
16,665
-237
325
$1.07M 0.03%
34,102
+1,872
11 12
13
14 15