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
$583M
AUM Growth
-$713K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1 +$5.67M
2 +$4.42M
3 +$3.62M
4
SPTN
SpartanNash
SPTN
+$2.6M
5
CPWR
COMPUWARE CORP
CPWR
+$2.53M

Top Sells

1 +$13.3M
2 +$6.64M
3 +$5.32M
4
WBSN
WEBSENSE INC
WBSN
+$5.04M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.49M

Sector Composition

1 Technology 8.71%
2 Financials 7.69%
3 Consumer Discretionary 7.07%
4 Healthcare 6.8%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.72M 0.81%
205,890
+3,500
27
$4.64M 0.8%
290,000
28
$4.56M 0.78%
40,149
+1,674
29
$4.42M 0.76%
+106,835
30
$4.33M 0.74%
800,567
+404,304
31
$4.22M 0.73%
48,735
+1,476
32
$4.16M 0.71%
80,553
-1,250
33
$3.95M 0.68%
84,586
+2,400
34
$3.87M 0.66%
93,643
+2,130
35
$3.74M 0.64%
98,706
-550
36
$3.7M 0.63%
287,000
-3,000
37
$3.62M 0.62%
+82,150
38
$3.58M 0.61%
133,995
-132,970
39
$3.57M 0.61%
47,253
+1,450
40
$3.53M 0.61%
240,418
-6,859
41
$3.42M 0.59%
133,938
+2,144
42
$3.4M 0.58%
157,008
+26,251
43
$3.4M 0.58%
73,392
+2,000
44
$3.27M 0.56%
224,302
+1,100
45
$3.22M 0.55%
137,353
+24,650
46
$3.21M 0.55%
188,720
+33,124
47
$3.11M 0.53%
176,452
+292
48
$3.04M 0.52%
126,626
+61,106
49
$3.02M 0.52%
67,531
+50
50
$2.95M 0.51%
29,556
-714