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
26
$31.9M 0.77%
1,774,392
-47,706
27
$31.3M 0.76%
68,969
+4,921
28
$30.5M 0.74%
255,897
+75,574
29
$29M 0.7%
85,898
-3,318
30
$28.9M 0.7%
188,840
-7,800
31
$28.3M 0.69%
186,474
-9,365
32
$26M 0.63%
573,887
-46,219
33
$24.9M 0.6%
181,388
-253
34
$24.6M 0.6%
219,389
-10,868
35
$24.5M 0.59%
151,078
+3,398
36
$24.2M 0.59%
179,904
+6,958
37
$24.1M 0.59%
432,377
-22,293
38
$22.6M 0.55%
138,760
+5,920
39
$22.5M 0.55%
90,917
-6,277
40
$22.2M 0.54%
261,712
-25,127
41
$22.1M 0.54%
283,700
+100,283
42
$21.2M 0.51%
27,711
-1,009
43
$21M 0.51%
829,526
-49,482
44
$20.9M 0.51%
473,518
-62,580
45
$20.5M 0.5%
234,039
-13,295
46
$20.2M 0.49%
144,420
+320
47
$19.8M 0.48%
+601,048
48
$19.3M 0.47%
509,669
-24,870
49
$19.2M 0.47%
1,899,195
+191,740
50
$18.6M 0.45%
78,377
-23,613
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