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
$583M
AUM Growth
-$713K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1 +$5.67M
2 +$4.42M
3 +$3.62M
4
SPTN
SpartanNash
SPTN
+$2.6M
5
CPWR
COMPUWARE CORP
CPWR
+$2.53M

Top Sells

1 +$13.3M
2 +$6.64M
3 +$5.32M
4
WBSN
WEBSENSE INC
WBSN
+$5.04M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.49M

Sector Composition

1 Technology 8.71%
2 Financials 7.69%
3 Consumer Discretionary 7.07%
4 Healthcare 6.8%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.91M 0.5%
41,918
+1,400
52
$2.83M 0.49%
533,097
+207,077
53
$2.79M 0.48%
171,483
54
$2.77M 0.47%
257,439
+234,953
55
$2.76M 0.47%
32,125
+1,135
56
$2.66M 0.46%
41,085
+3,748
57
$2.65M 0.45%
124,089
+82,910
58
$2.6M 0.45%
+117,618
59
$2.55M 0.44%
118,459
+13,950
60
$2.46M 0.42%
117,803
61
$2.45M 0.42%
30,941
-157
62
$2.43M 0.42%
21,247
+482
63
$2.43M 0.42%
47,353
-1,550
64
$2.34M 0.4%
50,197
+4,475
65
$2.3M 0.4%
56,643
-5,957
66
$2.27M 0.39%
12,792
-1,805
67
$2.25M 0.39%
42,915
+1,650
68
$2.25M 0.39%
41,730
+350
69
$2.24M 0.39%
81,013
+5,301
70
$2.24M 0.38%
203,211
+37,339
71
$2.21M 0.38%
24,704
+4,352
72
$2.18M 0.37%
403,114
+6,300
73
$2.17M 0.37%
39,087
-316
74
$2.17M 0.37%
12,921
-7,096
75
$2.13M 0.37%
26,392
+5,450