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
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%
4,623
469
$627K 0.02%
63,480
+59,180
470
$615K 0.01%
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
17 18
19
20 21