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
601
$364K 0.01%
2,460
602
$360K 0.01%
+31,790
603
$356K 0.01%
1,415
604
$356K 0.01%
4,634
-141
605
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-402
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36,540
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607
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36,000
608
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4,000
609
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610
$349K 0.01%
1,667
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611
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+35,250
612
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613
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614
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615
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727
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617
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621
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623
$334K 0.01%
9,088
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624
$334K 0.01%
605,517
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625
$333K 0.01%
47,349
-13,561
23 24
25
26 27