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
551
$458K 0.01%
10,634
-2,200
552
$458K 0.01%
47,000
553
$457K 0.01%
9,700
+4,600
554
$453K 0.01%
17,500
555
$443K 0.01%
+20,410
556
$440K 0.01%
26,166
+9,400
557
$439K 0.01%
24,250
558
$438K 0.01%
10,451
+134
559
$435K 0.01%
6,289
560
$433K 0.01%
+193,240
561
$421K 0.01%
5,400
-76
562
$420K 0.01%
14,474
+12,600
563
$418K 0.01%
42,629
564
$411K 0.01%
+12,506
565
$411K 0.01%
41,993
+6,000
566
$411K 0.01%
137,810
+52,127
567
$410K 0.01%
42,482
+2,000
568
$408K 0.01%
10,898
569
$408K 0.01%
5,074
570
$408K 0.01%
22,014
571
$404K 0.01%
19,076
+40
572
$404K 0.01%
1,903
-538
573
$399K 0.01%
5,223
+1
574
$398K 0.01%
3,000
575
$398K 0.01%
45,846