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
$4.09B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,920
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$54.1M
3
+$41.9M
4
SPTN
SpartanNash
SPTN
+$17M
5
OI icon
O-I Glass
OI
+$14.7M

Top Sells

1
+$106M
2
+$26.1M
3
+$14.6M
4
VG
Vonage Holdings Corporation
VG
+$12.4M
5
CVX icon
Chevron
CVX
+$11.1M

Sector Composition

1 Industrials 16.04%
2 Technology 12.48%
3 Financials 11.3%
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%
15,830
+2,000
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%
58,600
487
$570K 0.01%
17,100
+1,700
488
$570K 0.01%
27,327
-5,375
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%
+56,000
499
$549K 0.01%
407,160
500
$545K 0.01%
21,490
18 19
20
21 22