AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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 +$181M
2 +$54.1M
3 +$41.9M
4
SPTN
SpartanNash
SPTN
+$17M
5
OI icon
O-I Glass
OI
+$14.7M

Top Sells

1 +$106M
2 +$26.1M
3 +$14.6M
4
VG
Vonage Holdings Corporation
VG
+$12.4M
5
CVX icon
Chevron
CVX
+$11.1M

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
676
$276K 0.01%
10,585
-500
677
$276K 0.01%
372
+99
678
$275K 0.01%
8,470
679
$275K 0.01%
28,071
680
$273K 0.01%
1,754
681
$272K 0.01%
1,200
682
$270K 0.01%
6,746
+1,228
683
$268K 0.01%
840
684
$266K 0.01%
9,556
-209
685
$265K 0.01%
27,033
686
$265K 0.01%
17,140
-12,110
687
$263K 0.01%
3,515
688
$262K 0.01%
1,993
-123
689
$262K 0.01%
376,150
690
$260K 0.01%
8,290
-313
691
$260K 0.01%
3,123
692
$260K 0.01%
9,200
-2,350
693
$258K 0.01%
46,169
694
$257K 0.01%
15,452
+5,430
695
$257K 0.01%
7,046
-30,924
696
$257K 0.01%
25,700
697
$255K 0.01%
26,399
698
$254K 0.01%
6,199
+616
699
$253K 0.01%
38,443
700
$252K 0.01%
+25,257