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
1276
$18K ﹤0.01%
+624
1277
$18K ﹤0.01%
2,236
1278
$18K ﹤0.01%
443
+1
1279
$18K ﹤0.01%
1,000
1280
$17K ﹤0.01%
22,250
+4,000
1281
$17K ﹤0.01%
244
1282
$17K ﹤0.01%
366
1283
$17K ﹤0.01%
130
-13
1284
$17K ﹤0.01%
300
1285
$17K ﹤0.01%
606
+55
1286
$17K ﹤0.01%
902
1287
$17K ﹤0.01%
351
1288
$17K ﹤0.01%
4,634
1289
$17K ﹤0.01%
525
1290
$17K ﹤0.01%
496
1291
$17K ﹤0.01%
404
1292
$17K ﹤0.01%
357
+3
1293
$16K ﹤0.01%
401
1294
$16K ﹤0.01%
450
1295
$16K ﹤0.01%
923
-574
1296
$16K ﹤0.01%
71
1297
$16K ﹤0.01%
15,000
-15,000
1298
$16K ﹤0.01%
200
1299
$16K ﹤0.01%
271
-33
1300
$16K ﹤0.01%
539
+1
50 51
52
53 54