AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 12.48%
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
1026
$86K ﹤0.01%
1,750
1027
$86K ﹤0.01%
+8,600
1028
$86K ﹤0.01%
8,729
+1,500
1029
$86K ﹤0.01%
8,800
1030
$85K ﹤0.01%
637
-37
1031
$84K ﹤0.01%
952
+1
1032
$84K ﹤0.01%
3,750
+1,000
1033
$84K ﹤0.01%
1,248
-24
1034
$83K ﹤0.01%
3,099
1035
$83K ﹤0.01%
1,200
+500
1036
$82K ﹤0.01%
391
-114
1037
$82K ﹤0.01%
367
-26
1038
$82K ﹤0.01%
8,400
+1,400
1039
$82K ﹤0.01%
8,300
1040
$81K ﹤0.01%
1,046
1041
$81K ﹤0.01%
600
1042
$81K ﹤0.01%
+8,000
1043
$80K ﹤0.01%
1,000
1044
$80K ﹤0.01%
1,166
+125
1045
$79K ﹤0.01%
567
-331
1046
$79K ﹤0.01%
6,150
-240
1047
$79K ﹤0.01%
1,000
1048
$79K ﹤0.01%
525
+127
1049
$79K ﹤0.01%
7,900
1050
$78K ﹤0.01%
741
-500