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
801
$115K ﹤0.01%
3,550
+16
802
$115K ﹤0.01%
653
803
$115K ﹤0.01%
4,884
-72
804
$115K ﹤0.01%
11,692
805
$114K ﹤0.01%
+17,300
806
$114K ﹤0.01%
2,016
807
$114K ﹤0.01%
2,609
+101
808
$114K ﹤0.01%
3,179
-854
809
$113K ﹤0.01%
1,054
810
$113K ﹤0.01%
2,755
+16
811
$113K ﹤0.01%
613
812
$112K ﹤0.01%
11,130
813
$112K ﹤0.01%
3,261
814
$111K ﹤0.01%
5,576
+64
815
$111K ﹤0.01%
2,026
+217
816
$111K ﹤0.01%
821
817
$111K ﹤0.01%
19,411
818
$110K ﹤0.01%
3,756
819
$110K ﹤0.01%
500
820
$110K ﹤0.01%
13,500
-525
821
$110K ﹤0.01%
17,338
822
$110K ﹤0.01%
1,548
-461
823
$109K ﹤0.01%
10,900
824
$109K ﹤0.01%
1,204
-140
825
$109K ﹤0.01%
6,353
31 32
33
34 35