AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
-$713K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$4.42M
3
+$3.62M
4
SPTN
SpartanNash
SPTN
+$2.6M
5
CPWR
COMPUWARE CORP
CPWR
+$2.53M

Top Sells

1
+$13.3M
2
+$6.64M
3
+$5.32M
4
WBSN
WEBSENSE INC
WBSN
+$5.04M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.49M

Sector Composition

1 Technology 8.71%
2 Financials 7.69%
3 Consumer Discretionary 7.07%
4 Healthcare 6.8%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.12M 0.36%
78,954
+13,400
77
$2.11M 0.36%
32,580
+8,012
78
$2.06M 0.35%
27,203
+11,550
79
$1.99M 0.34%
2,062
+456
80
$1.97M 0.34%
24,711
+100
81
$1.9M 0.33%
30,155
-87
82
$1.89M 0.32%
61,892
+224
83
$1.87M 0.32%
34,005
+17,844
84
$1.85M 0.32%
68,215
-493
85
$1.84M 0.32%
19,125
+2,188
86
$1.84M 0.32%
149,226
+19,650
87
$1.78M 0.31%
53,681
-800
88
$1.76M 0.3%
57,210
-44,390
89
$1.76M 0.3%
10,415
+530
90
$1.74M 0.3%
95,000
91
$1.66M 0.28%
83,012
+16,663
92
$1.64M 0.28%
84,753
-37,530
93
$1.63M 0.28%
36,500
-321
94
$1.61M 0.28%
50,563
-1,298
95
$1.61M 0.28%
55,050
+2,615
96
$1.6M 0.27%
79,173
97
$1.58M 0.27%
28,357
-5,133
98
$1.58M 0.27%
199,000
+19,500
99
$1.54M 0.27%
94,929
-108,610
100
$1.53M 0.26%
56,321
+2,971
2 3
4
5 6