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
$4.09B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,920
New
Increased
Reduced
Closed

Top Buys

1 +$181M
2 +$54.1M
3 +$41.9M
4
SPTN
SpartanNash
SPTN
+$17M
5
OI icon
O-I Glass
OI
+$14.7M

Top Sells

1 +$106M
2 +$26.1M
3 +$14.6M
4
VG
Vonage Holdings Corporation
VG
+$12.4M
5
CVX icon
Chevron
CVX
+$11.1M

Sector Composition

1 Industrials 16.04%
2 Technology 12.48%
3 Financials 11.3%
4 Consumer Discretionary 10.98%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$47K ﹤0.01%
800
1227
$47K ﹤0.01%
2,115
1228
$47K ﹤0.01%
288
1229
$46K ﹤0.01%
253
1230
$46K ﹤0.01%
+712
1231
$46K ﹤0.01%
1,327
+800
1232
$45K ﹤0.01%
380
1233
$45K ﹤0.01%
4,382
1234
$45K ﹤0.01%
500
-25
1235
$45K ﹤0.01%
1,500
1236
$45K ﹤0.01%
1,009
+600
1237
$45K ﹤0.01%
96
1238
$44K ﹤0.01%
1,497
1239
$44K ﹤0.01%
1,422
1240
$44K ﹤0.01%
3,935
1241
$44K ﹤0.01%
914
-367
1242
$44K ﹤0.01%
+4,500
1243
$44K ﹤0.01%
556
-137
1244
$43K ﹤0.01%
5,000
1245
$43K ﹤0.01%
391
+205
1246
$43K ﹤0.01%
771
1247
$43K ﹤0.01%
1,194
+630
1248
$43K ﹤0.01%
1,188
+400
1249
$43K ﹤0.01%
300
1250
$43K ﹤0.01%
+4,400