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
701
$253K 0.01%
38,443
702
$252K 0.01%
+25,257
703
$252K 0.01%
+25,706
704
$251K 0.01%
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705
$251K 0.01%
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706
$250K 0.01%
29,618
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707
$248K 0.01%
30,784
+4,066
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25,406
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$246K 0.01%
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710
$245K 0.01%
5,040
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711
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712
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6,833
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713
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714
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2,311
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$241K 0.01%
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716
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717
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719
$237K 0.01%
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720
$237K 0.01%
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721
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9,583
722
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24,500
723
$234K 0.01%
2,153
+605
724
$233K 0.01%
5,824
725
$232K 0.01%
+23,200
27 28
29
30 31