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
1151
$53K ﹤0.01%
2,467
+10
1152
$53K ﹤0.01%
900
1153
$53K ﹤0.01%
5,517
+2,185
1154
$53K ﹤0.01%
1,063
+293
1155
$53K ﹤0.01%
528
-30
1156
$53K ﹤0.01%
+5,304
1157
$53K ﹤0.01%
+5,400
1158
$53K ﹤0.01%
400
-203
1159
$52K ﹤0.01%
850
1160
$52K ﹤0.01%
895
-487
1161
$51K ﹤0.01%
1,600
-750
1162
$51K ﹤0.01%
1,520
1163
$51K ﹤0.01%
2,500
1164
$51K ﹤0.01%
1,500
+500
1165
$51K ﹤0.01%
1,400
1166
$51K ﹤0.01%
2,000
1167
$51K ﹤0.01%
700
1168
$51K ﹤0.01%
520
1169
$51K ﹤0.01%
5,213
1170
$51K ﹤0.01%
11,546
+255
1171
$50K ﹤0.01%
+5,000
1172
$50K ﹤0.01%
100
1173
$50K ﹤0.01%
+3
1174
$50K ﹤0.01%
+5,000
1175
$50K ﹤0.01%
+5,000