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
1351
$30K ﹤0.01%
1,443
1352
$30K ﹤0.01%
3,000
-10,000
1353
$30K ﹤0.01%
3,000
-2,000
1354
$30K ﹤0.01%
450
1355
$30K ﹤0.01%
+3,000
1356
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3,000
-7,000
1357
$30K ﹤0.01%
3,458
-89,000
1358
$30K ﹤0.01%
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1359
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1360
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3,000
-2,000
1361
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1364
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1365
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1372
$28K ﹤0.01%
1,000
1373
$27K ﹤0.01%
+1,290
1374
$27K ﹤0.01%
809
1375
$27K ﹤0.01%
478