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
1051
$78K ﹤0.01%
8,000
+3,000
1052
$77K ﹤0.01%
350
+25
1053
$77K ﹤0.01%
859
1054
$77K ﹤0.01%
+6,546
1055
$77K ﹤0.01%
2,834
1056
$77K ﹤0.01%
7,809
1057
$76K ﹤0.01%
1,540
1058
$76K ﹤0.01%
18
+8
1059
$75K ﹤0.01%
12,740
1060
$75K ﹤0.01%
1,600
-22
1061
$75K ﹤0.01%
466
1062
$74K ﹤0.01%
5,000
1063
$74K ﹤0.01%
950
+200
1064
$74K ﹤0.01%
625
1065
$74K ﹤0.01%
430
-40
1066
$74K ﹤0.01%
7,635
1067
$73K ﹤0.01%
340
1068
$72K ﹤0.01%
908
-1,981
1069
$72K ﹤0.01%
347
1070
$71K ﹤0.01%
1,600
1071
$71K ﹤0.01%
707
+107
1072
$71K ﹤0.01%
1,500
+100
1073
$70K ﹤0.01%
5,000
1074
$70K ﹤0.01%
4,466
+3,800
1075
$70K ﹤0.01%
2,683
-308