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
1351
$12K ﹤0.01%
166
1352
$12K ﹤0.01%
1,000
1353
$12K ﹤0.01%
53,766
1354
$12K ﹤0.01%
250,000
1355
$12K ﹤0.01%
300
1356
$12K ﹤0.01%
800
1357
$12K ﹤0.01%
117
1358
$12K ﹤0.01%
34
1359
$11K ﹤0.01%
158
1360
$11K ﹤0.01%
621
1361
$11K ﹤0.01%
4,000
1362
$11K ﹤0.01%
10
1363
$11K ﹤0.01%
77
1364
$11K ﹤0.01%
100
1365
$11K ﹤0.01%
+529
1366
$11K ﹤0.01%
10,000
1367
$11K ﹤0.01%
154
1368
$11K ﹤0.01%
1,126
1369
$11K ﹤0.01%
1,073
1370
$10K ﹤0.01%
2,022
1371
$10K ﹤0.01%
46
1372
$10K ﹤0.01%
347
1373
$10K ﹤0.01%
188
-880
1374
$10K ﹤0.01%
1,290
1375
$10K ﹤0.01%
+308
53 54
55
56 57