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
1376
$10K ﹤0.01%
280
1377
$10K ﹤0.01%
1,000
1378
$10K ﹤0.01%
208
1379
$10K ﹤0.01%
336
1380
$10K ﹤0.01%
1,179
-80
1381
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270
1382
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32
1383
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216
1384
$10K ﹤0.01%
+302
1385
$10K ﹤0.01%
753
1386
$10K ﹤0.01%
300
-360
1387
$10K ﹤0.01%
1,000
1388
$10K ﹤0.01%
1,000
1389
$10K ﹤0.01%
1,000
1390
$10K ﹤0.01%
1,000
1391
$10K ﹤0.01%
200
1392
$10K ﹤0.01%
19,395
1393
$10K ﹤0.01%
253
+53
1394
$10K ﹤0.01%
256
1395
$10K ﹤0.01%
302
1396
$9K ﹤0.01%
250
1397
$9K ﹤0.01%
100
1398
$9K ﹤0.01%
74
1399
$9K ﹤0.01%
440
-42,812
1400
$9K ﹤0.01%
+50
54 55
56
57 58