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
476
$594K 0.01%
10,275
+5
477
$593K 0.01%
1,583
+200
478
$592K 0.01%
106,403
479
$589K 0.01%
+25,501
480
$587K 0.01%
451,848
-86,162
481
$584K 0.01%
20,475
482
$583K 0.01%
59,519
483
$578K 0.01%
+90,210
484
$577K 0.01%
10,997
-42
485
$576K 0.01%
435
-14
486
$570K 0.01%
17,100
+1,700
487
$570K 0.01%
27,327
-5,375
488
$570K 0.01%
58,600
489
$566K 0.01%
33,765
+3,765
490
$566K 0.01%
57,913
+2,000
491
$564K 0.01%
40,754
492
$563K 0.01%
6,108
+695
493
$560K 0.01%
28,789
494
$557K 0.01%
80,728
-5,806
495
$556K 0.01%
98,493
-480
496
$553K 0.01%
2,034
497
$551K 0.01%
154,900
498
$549K 0.01%
407,160
499
$549K 0.01%
+56,000
500
$545K 0.01%
21,490
18 19
20
21 22