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
$4.09B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,920
New
Increased
Reduced
Closed

Top Buys

1 +$192M
2 +$50.3M
3 +$38.7M
4
SPTN
SpartanNash
SPTN
+$19.8M
5
OI icon
O-I Glass
OI
+$14.9M

Top Sells

1 +$113M
2 +$28.1M
3 +$13.5M
4
CVX icon
Chevron
CVX
+$12.6M
5
VG
Vonage Holdings Corporation
VG
+$12.3M

Sector Composition

1 Industrials 16.04%
2 Technology 12.35%
3 Financials 11.29%
4 Consumer Discretionary 10.98%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$98K ﹤0.01%
955
1002
$98K ﹤0.01%
+9,827
1003
$98K ﹤0.01%
10,000
1004
$97K ﹤0.01%
455
+21
1005
$97K ﹤0.01%
1,880
+99
1006
$97K ﹤0.01%
10,000
1007
$97K ﹤0.01%
10,000
1008
$96K ﹤0.01%
376
1009
$96K ﹤0.01%
3,091
1010
$95K ﹤0.01%
1,183
-250
1011
$95K ﹤0.01%
960
+792
1012
$94K ﹤0.01%
1,650
-140,280
1013
$92K ﹤0.01%
442
1014
$92K ﹤0.01%
9,327
+4,527
1015
$91K ﹤0.01%
+3,367
1016
$91K ﹤0.01%
9,375
1017
$90K ﹤0.01%
+9,127
1018
$90K ﹤0.01%
+9,000
1019
$89K ﹤0.01%
6,500
1020
$88K ﹤0.01%
3,349
-150
1021
$88K ﹤0.01%
1,356
+438
1022
$88K ﹤0.01%
1,675
-800
1023
$88K ﹤0.01%
4,439
+1,000
1024
$87K ﹤0.01%
922
+3
1025
$87K ﹤0.01%
1,170