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
326
$1.43M 0.03%
12,777
-660
327
$1.42M 0.03%
6,903
-171
328
$1.42M 0.03%
73,751
+4,783
329
$1.41M 0.03%
79,386
+504
330
$1.41M 0.03%
7,733
-650
331
$1.41M 0.03%
50,168
+25,559
332
$1.41M 0.03%
60,297
333
$1.4M 0.03%
32,433
-5,087
334
$1.39M 0.03%
116,540
+35,020
335
$1.38M 0.03%
74,113
+35,670
336
$1.34M 0.03%
5,005
+222
337
$1.32M 0.03%
78,044
+59,412
338
$1.32M 0.03%
103,240
339
$1.31M 0.03%
116,367
+500
340
$1.3M 0.03%
21,238
341
$1.28M 0.03%
10,416
+250
342
$1.27M 0.03%
25,596
+375
343
$1.26M 0.03%
+127,325
344
$1.25M 0.03%
14,061
-13,004
345
$1.25M 0.03%
52,899
+1,238
346
$1.23M 0.03%
8,884
-140
347
$1.23M 0.03%
349,999
348
$1.22M 0.03%
5,316
-71
349
$1.22M 0.03%
64,040
350
$1.22M 0.03%
3,399
+12