AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.09B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,920
New
Increased
Reduced
Closed

Top Buys

1 +$181M
2 +$54.1M
3 +$41.9M
4
SPTN
SpartanNash
SPTN
+$17M
5
OI icon
O-I Glass
OI
+$14.7M

Top Sells

1 +$106M
2 +$26.1M
3 +$14.6M
4
VG
Vonage Holdings Corporation
VG
+$12.4M
5
CVX icon
Chevron
CVX
+$11.1M

Sector Composition

1 Industrials 16.04%
2 Technology 12.48%
3 Financials 11.3%
4 Consumer Discretionary 10.98%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$11.3M 0.28%
146,390
+12,500
77
$11.2M 0.27%
19,412
+1,013
78
$11.2M 0.27%
335,780
-158,620
79
$11.1M 0.27%
66,409
-2,707
80
$10.8M 0.26%
29,804
-8,580
81
$10.6M 0.26%
23,536
-93
82
$10.5M 0.26%
430,576
+66,111
83
$10.4M 0.26%
299,034
+5,606
84
$10.4M 0.25%
43,012
-2,919
85
$10.4M 0.25%
209,344
+2,729
86
$10.4M 0.25%
81,566
-3,004
87
$10.3M 0.25%
62,336
+453
88
$10.3M 0.25%
257,469
+2,346
89
$10.1M 0.25%
185,920
-81,160
90
$10.1M 0.25%
104,170
+10
91
$10M 0.24%
1,485,201
-48,742
92
$9.95M 0.24%
92,271
-969
93
$9.64M 0.24%
96,017
+5,483
94
$9.45M 0.23%
48,680
95
$9.32M 0.23%
1,391,127
-31,253
96
$9.3M 0.23%
91,857
+88,030
97
$9.16M 0.22%
176,942
-7,187
98
$9.09M 0.22%
172,419
-4,040
99
$9.07M 0.22%
379,160
+252,010
100
$8.64M 0.21%
243,785
-109,659