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
$3.17B
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,562
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$31.1M
3
+$12.6M
4
R icon
Ryder
R
+$11.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.48M

Top Sells

1
+$68.1M
2
+$54.4M
3
+$22.9M
4
SPTN
SpartanNash
SPTN
+$10.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$10.8M

Sector Composition

1 Industrials 16.8%
2 Consumer Discretionary 11.89%
3 Technology 11.01%
4 Financials 10.64%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$183K 0.01%
14,009
-100
702
$181K 0.01%
14,625
703
$180K 0.01%
923
+335
704
$179K 0.01%
9,583
705
$179K 0.01%
1,430
706
$178K 0.01%
182
707
$178K 0.01%
2,100
-25
708
$177K 0.01%
3,000
709
$177K 0.01%
18,002
710
$176K 0.01%
1,936
-106
711
$176K 0.01%
6,900
-3,524
712
$176K 0.01%
17,900
713
$176K 0.01%
13,450
+131
714
$175K 0.01%
3,159
+332
715
$174K 0.01%
3,911
-626
716
$173K 0.01%
15,000
717
$173K 0.01%
4,640
718
$172K 0.01%
17,300
719
$170K 0.01%
30,784
720
$170K 0.01%
17,278
721
$170K 0.01%
24,405
722
$169K 0.01%
17,211
723
$168K 0.01%
1,385
+31
724
$167K 0.01%
1,492
725
$167K 0.01%
6,000
27 28
29
30 31