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
826
$108K ﹤0.01%
10,900
827
$108K ﹤0.01%
11,000
828
$107K ﹤0.01%
6,500
829
$107K ﹤0.01%
155
830
$107K ﹤0.01%
6,458
-4,050
831
$107K ﹤0.01%
1,053
-320
832
$106K ﹤0.01%
875
-11
833
$106K ﹤0.01%
587
-6
834
$106K ﹤0.01%
1,334
+50
835
$106K ﹤0.01%
970
836
$105K ﹤0.01%
1,258
837
$102K ﹤0.01%
475
-4
838
$101K ﹤0.01%
6,667
839
$101K ﹤0.01%
1,692
-3,381
840
$101K ﹤0.01%
10,000
841
$100K ﹤0.01%
9,996
842
$100K ﹤0.01%
9,638
843
$100K ﹤0.01%
1,050
844
$100K ﹤0.01%
2,261
845
$99K ﹤0.01%
2,857
846
$99K ﹤0.01%
3,400
847
$98K ﹤0.01%
200
848
$98K ﹤0.01%
1,181
-229
849
$98K ﹤0.01%
10,000
850
$98K ﹤0.01%
10,000
32 33
34
35 36