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
876
$90K ﹤0.01%
8,937
-1,161
877
$89K ﹤0.01%
827
878
$89K ﹤0.01%
1,173
-510
879
$89K ﹤0.01%
8,999
880
$88K ﹤0.01%
1,447
881
$87K ﹤0.01%
1,048
-518
882
$86K ﹤0.01%
3,349
883
$86K ﹤0.01%
1,750
884
$86K ﹤0.01%
6,000
885
$86K ﹤0.01%
1,055
886
$86K ﹤0.01%
1,781
887
$86K ﹤0.01%
8,800
888
$86K ﹤0.01%
5,000
889
$85K ﹤0.01%
3,100
-100
890
$85K ﹤0.01%
3,141
-144
891
$84K ﹤0.01%
1,850
892
$83K ﹤0.01%
201
893
$83K ﹤0.01%
455
-6
894
$83K ﹤0.01%
3,007
-482
895
$83K ﹤0.01%
997
896
$83K ﹤0.01%
8,400
897
$82K ﹤0.01%
1,977
-5,499
898
$82K ﹤0.01%
164
+82
899
$82K ﹤0.01%
2,014
900
$82K ﹤0.01%
4,500
34 35
36
37 38