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
1101
$63K ﹤0.01%
6,443
1102
$63K ﹤0.01%
459
-2,899
1103
$62K ﹤0.01%
243
+30
1104
$62K ﹤0.01%
500
1105
$62K ﹤0.01%
+6,200
1106
$62K ﹤0.01%
+6,300
1107
$62K ﹤0.01%
6,300
1108
$61K ﹤0.01%
3,331
1109
$61K ﹤0.01%
1,518
1110
$61K ﹤0.01%
731
+31
1111
$61K ﹤0.01%
9,800
+1,000
1112
$61K ﹤0.01%
+6,133
1113
$61K ﹤0.01%
6,192
-108
1114
$61K ﹤0.01%
6,300
1115
$61K ﹤0.01%
3,798
+1,500
1116
$60K ﹤0.01%
760
+668
1117
$60K ﹤0.01%
200
1118
$60K ﹤0.01%
1,313
1119
$60K ﹤0.01%
1,000
1120
$59K ﹤0.01%
+5,900
1121
$59K ﹤0.01%
+6,000
1122
$59K ﹤0.01%
6,000
1123
$59K ﹤0.01%
448
1124
$59K ﹤0.01%
6,000
1125
$58K ﹤0.01%
4,000