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
851
$98K ﹤0.01%
10,000
852
$97K ﹤0.01%
2,479
-2,282
853
$97K ﹤0.01%
5,574
854
$97K ﹤0.01%
1,750
855
$96K ﹤0.01%
2,505
-700
856
$96K ﹤0.01%
1,608
+1,559
857
$96K ﹤0.01%
1,780
858
$95K ﹤0.01%
5,087
-443
859
$94K ﹤0.01%
1,181
860
$94K ﹤0.01%
2,498
861
$94K ﹤0.01%
11,980
+450
862
$94K ﹤0.01%
11
863
$93K ﹤0.01%
389
-29
864
$93K ﹤0.01%
4,767
+1,902
865
$92K ﹤0.01%
500
866
$92K ﹤0.01%
8,594
867
$92K ﹤0.01%
2,322
+169
868
$92K ﹤0.01%
925
-410
869
$92K ﹤0.01%
9,375
870
$91K ﹤0.01%
2,060
871
$91K ﹤0.01%
992
+492
872
$91K ﹤0.01%
9,127
873
$91K ﹤0.01%
9,000
874
$90K ﹤0.01%
+24,750
875
$90K ﹤0.01%
5,394
-4,900
33 34
35
36 37