AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
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
1076
$70K ﹤0.01%
4,466
+3,800
1077
$70K ﹤0.01%
2,683
-308
1078
$69K ﹤0.01%
1,500
1079
$69K ﹤0.01%
+7,000
1080
$69K ﹤0.01%
+7,100
1081
$69K ﹤0.01%
6,999
1082
$69K ﹤0.01%
7,000
+700
1083
$68K ﹤0.01%
913
1084
$68K ﹤0.01%
6,967
+2,900
1085
$68K ﹤0.01%
7,000
1086
$68K ﹤0.01%
7,000
1087
$67K ﹤0.01%
164
-10
1088
$66K ﹤0.01%
+5,050
1089
$66K ﹤0.01%
3,980
-131,349
1090
$65K ﹤0.01%
6,692
+1,100
1091
$65K ﹤0.01%
1,364
+1,272
1092
$65K ﹤0.01%
+220
1093
$65K ﹤0.01%
900
-28
1094
$65K ﹤0.01%
+6,700
1095
$64K ﹤0.01%
+1,786
1096
$64K ﹤0.01%
+5,000
1097
$64K ﹤0.01%
1,750
1098
$64K ﹤0.01%
+260
1099
$63K ﹤0.01%
300
1100
$63K ﹤0.01%
157