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
1126
$59K ﹤0.01%
6,000
1127
$58K ﹤0.01%
2,326
+22
1128
$58K ﹤0.01%
5,900
1129
$58K ﹤0.01%
5,895
1130
$58K ﹤0.01%
1,265
-40,536
1131
$58K ﹤0.01%
4,000
1132
$57K ﹤0.01%
1,200
1133
$57K ﹤0.01%
450
1134
$57K ﹤0.01%
116
+13
1135
$56K ﹤0.01%
2,700
1136
$56K ﹤0.01%
864
1137
$56K ﹤0.01%
1,065
1138
$56K ﹤0.01%
575
-105
1139
$56K ﹤0.01%
762
1140
$56K ﹤0.01%
5,700
+4,000
1141
$56K ﹤0.01%
702
1142
$55K ﹤0.01%
2,080
+1,600
1143
$55K ﹤0.01%
1,100
1144
$55K ﹤0.01%
5,600
+3,600
1145
$55K ﹤0.01%
+5,500
1146
$54K ﹤0.01%
1,100
1147
$54K ﹤0.01%
5,469
+199
1148
$53K ﹤0.01%
280
-50
1149
$53K ﹤0.01%
1,100
1150
$53K ﹤0.01%
2,076