AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
-$713K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1 +$5.67M
2 +$4.42M
3 +$3.62M
4
SPTN
SpartanNash
SPTN
+$2.6M
5
CPWR
COMPUWARE CORP
CPWR
+$2.53M

Top Sells

1 +$13.3M
2 +$6.64M
3 +$5.32M
4
WBSN
WEBSENSE INC
WBSN
+$5.04M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.49M

Sector Composition

1 Technology 8.71%
2 Financials 7.69%
3 Consumer Discretionary 7.07%
4 Healthcare 6.8%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.52M 0.26%
57,978
+9,569
102
$1.5M 0.26%
21,817
+6,050
103
$1.48M 0.25%
55,955
+14,366
104
$1.47M 0.25%
30,729
+6,732
105
$1.46M 0.25%
+19,229
106
$1.45M 0.25%
40,811
+731
107
$1.42M 0.24%
+103,000
108
$1.41M 0.24%
21,867
-4,106
109
$1.37M 0.24%
21,201
-175
110
$1.35M 0.23%
98,967
+79,287
111
$1.34M 0.23%
44,412
112
$1.34M 0.23%
17,246
113
$1.33M 0.23%
29,243
+524
114
$1.32M 0.23%
46,704
+4,778
115
$1.32M 0.23%
63,923
+7,389
116
$1.31M 0.22%
74,716
-600
117
$1.29M 0.22%
42,034
+7,853
118
$1.29M 0.22%
74,609
119
$1.27M 0.22%
31,432
120
$1.26M 0.22%
19,169
121
$1.25M 0.21%
175,900
+5,000
122
$1.25M 0.21%
16,200
123
$1.25M 0.21%
18,200
+4,150
124
$1.24M 0.21%
80,990
+25,230
125
$1.24M 0.21%
66,279
+16,006