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
426
$763K 0.02%
11,390
-6,130
427
$754K 0.02%
77,269
428
$744K 0.02%
1,547
+161
429
$729K 0.02%
21,910
430
$725K 0.02%
74,032
431
$723K 0.02%
74,200
432
$722K 0.02%
73,906
433
$721K 0.02%
16,250
-2
434
$719K 0.02%
73,794
435
$719K 0.02%
73,588
-10,267
436
$716K 0.02%
2,374
-51
437
$715K 0.02%
4,322
438
$713K 0.02%
24,713
439
$710K 0.02%
72,699
+1,013
440
$707K 0.02%
10,550
-880
441
$700K 0.02%
8,543
-913
442
$700K 0.02%
21,923
443
$699K 0.02%
2,119
-254
444
$691K 0.02%
6,035
-15
445
$691K 0.02%
1,263
+133
446
$687K 0.02%
137,920
+46,464
447
$686K 0.02%
70,192
448
$682K 0.02%
31,850
+4,475
449
$681K 0.02%
84,048
+67,796
450
$680K 0.02%
274,412
16 17
18
19 20