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
1401
$25K ﹤0.01%
361
1402
$24K ﹤0.01%
456
1403
$24K ﹤0.01%
818
+188
1404
$24K ﹤0.01%
369
1405
$24K ﹤0.01%
2,400
+2,000
1406
$24K ﹤0.01%
2,390
1407
$24K ﹤0.01%
308
1408
$24K ﹤0.01%
70
1409
$24K ﹤0.01%
1,000
1410
$24K ﹤0.01%
1,338
1411
$24K ﹤0.01%
505
1412
$24K ﹤0.01%
450
1413
$24K ﹤0.01%
2,400
1414
$23K ﹤0.01%
805
-299
1415
$23K ﹤0.01%
496
1416
$23K ﹤0.01%
335
1417
$23K ﹤0.01%
123
1418
$23K ﹤0.01%
551
1419
$23K ﹤0.01%
2,333
1420
$23K ﹤0.01%
2,177
1421
$23K ﹤0.01%
+31,830
1422
$23K ﹤0.01%
600
+300
1423
$23K ﹤0.01%
57,107
+20,490
1424
$23K ﹤0.01%
600
1425
$22K ﹤0.01%
570
+10