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
1051
$78K ﹤0.01%
8,000
+3,000
1052
$77K ﹤0.01%
859
1053
$77K ﹤0.01%
+6,546
1054
$77K ﹤0.01%
2,834
1055
$77K ﹤0.01%
350
+25
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%
7,635
1063
$74K ﹤0.01%
5,000
1064
$74K ﹤0.01%
950
+200
1065
$74K ﹤0.01%
625
1066
$74K ﹤0.01%
430
-40
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