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
1251
$20K ﹤0.01%
941
1252
$20K ﹤0.01%
929
1253
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6
1254
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2,000
1255
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1,000
1256
$20K ﹤0.01%
5,975
-2,775
1257
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2,000
1258
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47
1259
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2,000
1260
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2,000
1261
$20K ﹤0.01%
903
1262
$19K ﹤0.01%
185
+182
1263
$19K ﹤0.01%
818
1264
$19K ﹤0.01%
270
1265
$19K ﹤0.01%
308
1266
$19K ﹤0.01%
+4,312
1267
$19K ﹤0.01%
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216
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1269
$19K ﹤0.01%
302
-66
1270
$19K ﹤0.01%
352
1271
$19K ﹤0.01%
958
1272
$18K ﹤0.01%
200
1273
$18K ﹤0.01%
542
1274
$18K ﹤0.01%
390
-200
1275
$18K ﹤0.01%
123
-123
49 50
51
52 53