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
1426
$8K ﹤0.01%
400
1427
$8K ﹤0.01%
117
1428
$8K ﹤0.01%
100
1429
$8K ﹤0.01%
300
1430
$8K ﹤0.01%
788
-447
1431
$8K ﹤0.01%
267
+1
1432
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100
1433
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259
-38
1434
$8K ﹤0.01%
29
1435
$8K ﹤0.01%
346
1436
$8K ﹤0.01%
1,200
1437
$8K ﹤0.01%
800
1438
$8K ﹤0.01%
850
-12,400
1439
$8K ﹤0.01%
361
1440
$8K ﹤0.01%
48,452
1441
$8K ﹤0.01%
100
1442
$8K ﹤0.01%
710
-562
1443
$7K ﹤0.01%
230
-8,240
1444
$7K ﹤0.01%
432
1445
$7K ﹤0.01%
1
1446
$7K ﹤0.01%
48,400
1447
$7K ﹤0.01%
176,695
1448
$7K ﹤0.01%
+111
1449
$7K ﹤0.01%
118
1450
$7K ﹤0.01%
43
56 57
58
59 60