AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 12.48%
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
526
$494K 0.01%
16,810
-1,195
527
$493K 0.01%
5,116
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528
$493K 0.01%
50,072
529
$492K 0.01%
2,073
530
$492K 0.01%
50,470
531
$490K 0.01%
50,000
532
$487K 0.01%
4,664
-514
533
$487K 0.01%
5,970
-763
534
$486K 0.01%
146,841
-154,335
535
$484K 0.01%
3,088
536
$477K 0.01%
38,350
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537
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12,421
-6,199
538
$475K 0.01%
48,063
539
$473K 0.01%
4,331
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540
$472K 0.01%
48,368
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541
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542
$466K 0.01%
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544
$463K 0.01%
23,587
545
$462K 0.01%
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546
$461K 0.01%
9,316
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547
$460K 0.01%
40,340
-34,310
548
$459K 0.01%
+2,965
549
$458K 0.01%
10,311
550
$458K 0.01%
10,634
-2,200
20 21
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