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
1326
$34K ﹤0.01%
3,500
+500
1327
$33K ﹤0.01%
490
1328
$33K ﹤0.01%
1,000
1329
$33K ﹤0.01%
100
1330
$33K ﹤0.01%
1,570
+540
1331
$33K ﹤0.01%
500
1332
$33K ﹤0.01%
700
+100
1333
$33K ﹤0.01%
+3,304
1334
$33K ﹤0.01%
3,268
1335
$32K ﹤0.01%
500
1336
$32K ﹤0.01%
660
1337
$32K ﹤0.01%
533
-30,267
1338
$32K ﹤0.01%
175
1339
$32K ﹤0.01%
533
1340
$32K ﹤0.01%
1,585
1341
$32K ﹤0.01%
+3,300
1342
$32K ﹤0.01%
3,256
1343
$31K ﹤0.01%
250
-12
1344
$31K ﹤0.01%
+2,613
1345
$31K ﹤0.01%
280
1346
$31K ﹤0.01%
167
1347
$31K ﹤0.01%
+3,100
1348
$31K ﹤0.01%
3,100
1349
$31K ﹤0.01%
+3,200
1350
$30K ﹤0.01%
538