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
$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
1026
$86K ﹤0.01%
549
1027
$86K ﹤0.01%
1,479
1028
$86K ﹤0.01%
1,750
1029
$86K ﹤0.01%
+8,600
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%
7,900
1049
$79K ﹤0.01%
525
+127
1050
$78K ﹤0.01%
741
-500