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
1251
$42K ﹤0.01%
+2,750
1252
$42K ﹤0.01%
1,620
1253
$42K ﹤0.01%
358
+179
1254
$42K ﹤0.01%
325
-10
1255
$41K ﹤0.01%
1,300
+300
1256
$41K ﹤0.01%
4,152
1257
$41K ﹤0.01%
442
+116
1258
$40K ﹤0.01%
+3,000
1259
$40K ﹤0.01%
230
1260
$40K ﹤0.01%
1,750
1261
$40K ﹤0.01%
1,280
+1,000
1262
$40K ﹤0.01%
630
-1
1263
$40K ﹤0.01%
1,325
1264
$40K ﹤0.01%
600
-150
1265
$40K ﹤0.01%
1,539
1266
$40K ﹤0.01%
392
-1,610
1267
$40K ﹤0.01%
293
-950
1268
$40K ﹤0.01%
1,579
1269
$40K ﹤0.01%
285
1270
$40K ﹤0.01%
4,123
+1,723
1271
$40K ﹤0.01%
900
1272
$39K ﹤0.01%
1,100
1273
$39K ﹤0.01%
614
-574
1274
$39K ﹤0.01%
2,031
-300
1275
$39K ﹤0.01%
300
49 50
51
52 53