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
1176
$28K ﹤0.01%
3,500
+500
1177
$28K ﹤0.01%
2,800
1178
$28K ﹤0.01%
639
1179
$27K ﹤0.01%
400
1180
$27K ﹤0.01%
720
1181
$27K ﹤0.01%
400
1182
$27K ﹤0.01%
1,325
1183
$27K ﹤0.01%
561
1184
$27K ﹤0.01%
533
1185
$27K ﹤0.01%
600
1186
$27K ﹤0.01%
435
1187
$27K ﹤0.01%
1,361
+2
1188
$27K ﹤0.01%
285
1189
$27K ﹤0.01%
508
1190
$27K ﹤0.01%
533
-525
1191
$27K ﹤0.01%
1,074
-1,097
1192
$26K ﹤0.01%
100
1193
$26K ﹤0.01%
2,613
1194
$26K ﹤0.01%
218
1195
$26K ﹤0.01%
1,000
1196
$26K ﹤0.01%
450
1197
$26K ﹤0.01%
2,697
1198
$26K ﹤0.01%
2,868
-400
1199
$25K ﹤0.01%
660
1200
$25K ﹤0.01%
420
46 47
48
49 50