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
1226
$21K ﹤0.01%
+1,000
1227
$21K ﹤0.01%
500
1228
$21K ﹤0.01%
805
1229
$21K ﹤0.01%
471
1230
$21K ﹤0.01%
369
1231
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258
1232
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351
+1
1233
$21K ﹤0.01%
650
+50
1234
$21K ﹤0.01%
864
-300
1235
$21K ﹤0.01%
1,000
1236
$21K ﹤0.01%
2,098
1237
$21K ﹤0.01%
444
1238
$21K ﹤0.01%
193
1239
$21K ﹤0.01%
470
-21,045
1240
$21K ﹤0.01%
348
-125
1241
$21K ﹤0.01%
500
1242
$21K ﹤0.01%
+500
1243
$20K ﹤0.01%
560
-10
1244
$20K ﹤0.01%
478
1245
$20K ﹤0.01%
409
+50
1246
$20K ﹤0.01%
475
+400
1247
$20K ﹤0.01%
700
1248
$20K ﹤0.01%
1,260
+45
1249
$20K ﹤0.01%
2,013
1250
$20K ﹤0.01%
62
48 49
50
51 52