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
501
$542K 0.01%
12,466
-29,661
502
$542K 0.01%
4,133
+990
503
$540K 0.01%
36,501
-800
504
$538K 0.01%
3,978
-25
505
$537K 0.01%
11,103
506
$536K 0.01%
27,766
+4,110
507
$536K 0.01%
23,968
508
$536K 0.01%
+23,462
509
$535K 0.01%
10,026
510
$535K 0.01%
3,934
511
$531K 0.01%
2,122
+135
512
$526K 0.01%
7,333
-33
513
$526K 0.01%
3,253
514
$518K 0.01%
76,213
+23,910
515
$518K 0.01%
11,884
516
$516K 0.01%
10,771
+103
517
$515K 0.01%
924
+55
518
$509K 0.01%
1,939
519
$503K 0.01%
18,290
-8,380
520
$501K 0.01%
51,128
521
$500K 0.01%
18,122
+6,137
522
$500K 0.01%
51,100
523
$499K 0.01%
3,089
+688
524
$495K 0.01%
1,648
-445
525
$495K 0.01%
50,618
19 20
21
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