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
351
$1.21M 0.03%
38,640
352
$1.21M 0.03%
94,223
+2,177
353
$1.21M 0.03%
56,011
-121,279
354
$1.21M 0.03%
50,260
355
$1.19M 0.03%
39,855
356
$1.17M 0.03%
120,240
+2,000
357
$1.17M 0.03%
54,100
-6,600
358
$1.16M 0.03%
9,081
+36
359
$1.15M 0.03%
50,083
+877
360
$1.14M 0.03%
12,959
361
$1.14M 0.03%
23,028
-510
362
$1.12M 0.03%
6,077
363
$1.12M 0.03%
112,312
364
$1.07M 0.03%
14,168
+146
365
$1.07M 0.03%
8,161
-816
366
$1.05M 0.03%
9,617
-504
367
$1.05M 0.03%
153,163
+57,164
368
$1.02M 0.02%
4,992
-306
369
$1.02M 0.02%
4,808
+388
370
$1.01M 0.02%
148,043
371
$1.01M 0.02%
12,709
372
$1M 0.02%
22,224
-6,342
373
$1M 0.02%
14,942
+229
374
$1M 0.02%
102,500
375
$998K 0.02%
6,294
-25