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
$3.17B
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,562
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$31.1M
3
+$12.6M
4
R icon
Ryder
R
+$11.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.48M

Top Sells

1
+$68.1M
2
+$54.4M
3
+$22.9M
4
SPTN
SpartanNash
SPTN
+$10.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$10.8M

Sector Composition

1 Industrials 16.8%
2 Consumer Discretionary 11.89%
3 Technology 11.01%
4 Financials 10.64%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$33K ﹤0.01%
+3,000
1127
$33K ﹤0.01%
3,300
1128
$33K ﹤0.01%
3,304
-3,000
1129
$32K ﹤0.01%
556
1130
$32K ﹤0.01%
538
1131
$32K ﹤0.01%
600
1132
$32K ﹤0.01%
600
1133
$32K ﹤0.01%
550
1134
$32K ﹤0.01%
1,000
-500
1135
$32K ﹤0.01%
992
1136
$32K ﹤0.01%
3,200
1137
$32K ﹤0.01%
11,186
-696
1138
$32K ﹤0.01%
1,780
-800
1139
$32K ﹤0.01%
2,040
+3
1140
$31K ﹤0.01%
1,000
1141
$31K ﹤0.01%
1,280
1142
$31K ﹤0.01%
588
-332
1143
$31K ﹤0.01%
1,579
1144
$31K ﹤0.01%
800
+100
1145
$31K ﹤0.01%
350
-124
1146
$31K ﹤0.01%
900
1147
$30K ﹤0.01%
500
1148
$30K ﹤0.01%
360
-480
1149
$30K ﹤0.01%
1,100
1150
$30K ﹤0.01%
828
44 45
46
47 48