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
601
$365K 0.01%
37,659
+6,200
602
$364K 0.01%
2,460
603
$360K 0.01%
+31,790
604
$356K 0.01%
1,415
605
$356K 0.01%
4,634
-141
606
$356K 0.01%
5,668
-402
607
$356K 0.01%
36,540
+6,000
608
$354K 0.01%
36,000
609
$351K 0.01%
4,000
610
$350K 0.01%
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611
$349K 0.01%
1,667
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612
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+35,250
613
$348K 0.01%
2,968
+2,757
614
$347K 0.01%
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615
$347K 0.01%
23,305
-2,246
616
$345K 0.01%
727
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617
$344K 0.01%
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618
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3,419
619
$343K 0.01%
35,000
620
$342K 0.01%
+35,157
621
$340K 0.01%
6,203
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622
$339K 0.01%
34,900
623
$336K 0.01%
12,700
624
$334K 0.01%
9,088
+1,348
625
$334K 0.01%
605,517
+567
23 24
25
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