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
$3.17B
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,562
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$31.1M
3
+$12.6M
4
R icon
Ryder
R
+$11.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.48M

Top Sells

1
+$68.1M
2
+$54.4M
3
+$22.9M
4
SPTN
SpartanNash
SPTN
+$10.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$10.8M

Sector Composition

1 Industrials 16.8%
2 Consumer Discretionary 11.89%
3 Technology 11.01%
4 Financials 10.64%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$565K 0.02%
12,120
+6,140
452
$559K 0.02%
20,738
+6,238
453
$551K 0.02%
11,000
454
$549K 0.02%
8,616
+4,456
455
$538K 0.02%
3,934
+3,920
456
$536K 0.02%
20,911
+10,911
457
$536K 0.02%
12,760
-16
458
$536K 0.02%
152,396
-144,079
459
$536K 0.02%
113,533
-2,252
460
$535K 0.02%
+36,610
461
$531K 0.02%
32,280
462
$531K 0.02%
7,851
+12
463
$530K 0.02%
7,115
-1,097
464
$526K 0.02%
130,292
-9,050
465
$520K 0.02%
8,521
+4,458
466
$520K 0.02%
10,280
467
$520K 0.02%
80,728
468
$518K 0.02%
21,490
469
$515K 0.02%
1,543
-9
470
$513K 0.02%
19,966
471
$507K 0.02%
51,100
472
$506K 0.02%
11,103
473
$506K 0.02%
5,113
474
$502K 0.02%
1,858
+1,130
475
$499K 0.02%
6,732
17 18
19
20 21