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
901
$81K ﹤0.01%
7,396
902
$80K ﹤0.01%
1,458
-438
903
$80K ﹤0.01%
+4,871
904
$80K ﹤0.01%
4,725
-26,971
905
$80K ﹤0.01%
3,825
906
$79K ﹤0.01%
8,000
907
$79K ﹤0.01%
8,000
908
$78K ﹤0.01%
4,600
909
$78K ﹤0.01%
376
910
$77K ﹤0.01%
6,569
911
$77K ﹤0.01%
1,150
912
$76K ﹤0.01%
1,530
-247
913
$76K ﹤0.01%
5,498
914
$76K ﹤0.01%
7,617
-10,000
915
$75K ﹤0.01%
1,002
916
$75K ﹤0.01%
1,320
+285
917
$75K ﹤0.01%
600
918
$75K ﹤0.01%
3,099
919
$75K ﹤0.01%
1,000
920
$74K ﹤0.01%
3,912
921
$73K ﹤0.01%
3,660
+960
922
$73K ﹤0.01%
12,740
923
$73K ﹤0.01%
957
+3
924
$73K ﹤0.01%
1,311
925
$72K ﹤0.01%
1,636
-110
35 36
37
38 39