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
1326
$34K ﹤0.01%
532
-162
1327
$34K ﹤0.01%
+3,409
1328
$34K ﹤0.01%
3,500
+500
1329
$33K ﹤0.01%
1,000
1330
$33K ﹤0.01%
100
1331
$33K ﹤0.01%
490
1332
$33K ﹤0.01%
1,570
+540
1333
$33K ﹤0.01%
500
1334
$33K ﹤0.01%
700
+100
1335
$33K ﹤0.01%
+3,304
1336
$33K ﹤0.01%
3,268
1337
$32K ﹤0.01%
500
1338
$32K ﹤0.01%
660
1339
$32K ﹤0.01%
533
-30,267
1340
$32K ﹤0.01%
175
1341
$32K ﹤0.01%
533
1342
$32K ﹤0.01%
1,585
1343
$32K ﹤0.01%
+3,300
1344
$32K ﹤0.01%
3,256
1345
$31K ﹤0.01%
250
-12
1346
$31K ﹤0.01%
+2,613
1347
$31K ﹤0.01%
280
1348
$31K ﹤0.01%
167
1349
$31K ﹤0.01%
+3,200
1350
$31K ﹤0.01%
+3,100