AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
51
$18.6M 0.46%
168,933
-16,119
52
$18.2M 0.45%
185,374
-4,759
53
$18M 0.44%
102,487
-5,849
54
$17.7M 0.43%
159,428
-1,969
55
$16.8M 0.41%
1,161,609
+112,214
56
$16.7M 0.41%
1,194,002
-32,865
57
$16.5M 0.4%
152,544
-23,017
58
$16.2M 0.4%
147,679
-10,440
59
$15.3M 0.37%
83,443
-28,529
60
$14.9M 0.36%
+1,129,011
61
$14.7M 0.36%
652,476
+267,590
62
$14.3M 0.35%
39,928
-853
63
$13.7M 0.34%
1,378,330
-357,320
64
$13.5M 0.33%
529,829
+63,520
65
$13.2M 0.32%
151,851
-18,370
66
$13.2M 0.32%
123,032
+3,479
67
$13.1M 0.32%
61,546
+2,099
68
$12.7M 0.31%
183,299
-30,747
69
$12.7M 0.31%
275,528
-32,665
70
$12.4M 0.3%
89,180
+600
71
$11.9M 0.29%
1,233,689
+3,359
72
$11.9M 0.29%
551,091
-95,790
73
$11.7M 0.29%
218,060
-16,465
74
$11.6M 0.28%
65,913
+7,220
75
$11.4M 0.28%
457,994
-435
1 2
3
4 5