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
$4.09B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,920
New
Increased
Reduced
Closed

Top Buys

1 +$181M
2 +$54.1M
3 +$41.9M
4
SPTN
SpartanNash
SPTN
+$17M
5
OI icon
O-I Glass
OI
+$14.7M

Top Sells

1 +$106M
2 +$26.1M
3 +$14.6M
4
VG
Vonage Holdings Corporation
VG
+$12.4M
5
CVX icon
Chevron
CVX
+$11.1M

Sector Composition

1 Industrials 16.04%
2 Technology 12.48%
3 Financials 11.3%
4 Consumer Discretionary 10.98%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$672K 0.02%
30,060
-21,200
452
$670K 0.02%
111,462
-34,325
453
$669K 0.02%
84,280
-141,812
454
$668K 0.02%
9,207
-536
455
$667K 0.02%
94,135
456
$663K 0.02%
21,552
457
$661K 0.02%
7,829
+9
458
$658K 0.02%
7,310
459
$655K 0.02%
65,067
+15,035
460
$655K 0.02%
26,312
+713
461
$641K 0.02%
20,250
+800
462
$641K 0.02%
138,035
463
$640K 0.02%
8,700
-1,042
464
$636K 0.02%
1,531
+15
465
$629K 0.02%
29,651
466
$629K 0.02%
115,267
+20,000
467
$628K 0.02%
64,314
+500
468
$627K 0.02%
63,480
+59,180
469
$627K 0.02%
4,623
470
$615K 0.02%
32,280
471
$610K 0.01%
30,493
472
$609K 0.01%
6,732
473
$606K 0.01%
19,966
-101,995
474
$597K 0.01%
+61,050
475
$595K 0.01%
9,764
-19,546