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
$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
51
$11.3M 0.36%
+150,000
52
$11.1M 0.35%
67,820
-259
53
$11M 0.35%
38,797
-614
54
$10.9M 0.34%
403,232
-54,762
55
$10.7M 0.34%
384,632
-31,028
56
$10.4M 0.33%
129,829
-22,750
57
$10.2M 0.32%
194,177
-210
58
$10.2M 0.32%
287,181
+63,988
59
$10.1M 0.32%
70,482
+2,659
60
$9.91M 0.31%
20,976
+893
61
$9.76M 0.31%
316,092
-42,319
62
$9.57M 0.3%
96,819
-13,950
63
$9.47M 0.3%
215,965
-4,280
64
$9.46M 0.3%
74,422
-674
65
$9.45M 0.3%
41,938
-248
66
$9.45M 0.3%
294,615
-633
67
$9.29M 0.29%
254,713
+95
68
$9M 0.28%
1,068,666
69
$8.92M 0.28%
1,035,572
-268,244
70
$8.89M 0.28%
171,277
-19,020
71
$8.72M 0.27%
91,128
+2,248
72
$8.47M 0.27%
23,720
+642
73
$8.44M 0.27%
76,709
-7,884
74
$8.38M 0.26%
138,154
-8,820
75
$8.35M 0.26%
44,404
-31,819
1 2
3
4 5