AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
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 +$192M
2 +$50.3M
3 +$38.7M
4
SPTN
SpartanNash
SPTN
+$19.8M
5
OI icon
O-I Glass
OI
+$14.9M

Top Sells

1 +$113M
2 +$28.1M
3 +$13.5M
4
CVX icon
Chevron
CVX
+$12.6M
5
VG
Vonage Holdings Corporation
VG
+$12.3M

Sector Composition

1 Industrials 16.04%
2 Technology 12.35%
3 Financials 11.29%
4 Consumer Discretionary 10.98%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
$36K ﹤0.01%
300
+58
1302
$36K ﹤0.01%
+4,000
1303
$36K ﹤0.01%
1,359
+1,107
1304
$36K ﹤0.01%
170
1305
$36K ﹤0.01%
8,554
-779
1306
$36K ﹤0.01%
3,600
+400
1307
$36K ﹤0.01%
3,618
-1,400
1308
$36K ﹤0.01%
1,050
1309
$35K ﹤0.01%
+2,000
1310
$35K ﹤0.01%
2,000
1311
$35K ﹤0.01%
720
+148
1312
$35K ﹤0.01%
561
1313
$35K ﹤0.01%
1,073
-10
1314
$35K ﹤0.01%
828
+696
1315
$35K ﹤0.01%
1,423
+199
1316
$35K ﹤0.01%
300
+100
1317
$35K ﹤0.01%
490
1318
$35K ﹤0.01%
3,670
+570
1319
$35K ﹤0.01%
550
1320
$35K ﹤0.01%
176,695
1321
$35K ﹤0.01%
3,522
-2,700
1322
$34K ﹤0.01%
6,000
1323
$34K ﹤0.01%
1,000
1324
$34K ﹤0.01%
400
+100
1325
$34K ﹤0.01%
425