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
1451
$20K ﹤0.01%
931
+200
1452
$20K ﹤0.01%
130
1453
$20K ﹤0.01%
500
+39
1454
$20K ﹤0.01%
800
1455
$20K ﹤0.01%
1,000
1456
$20K ﹤0.01%
513
+250
1457
$20K ﹤0.01%
500
1458
$20K ﹤0.01%
2,000
-8,000
1459
$20K ﹤0.01%
+2,000
1460
$20K ﹤0.01%
2,000
1461
$20K ﹤0.01%
+2,000
1462
$20K ﹤0.01%
+200
1463
$20K ﹤0.01%
244
1464
$20K ﹤0.01%
603
1465
$20K ﹤0.01%
2,000
+1,000
1466
$19K ﹤0.01%
251
-50
1467
$19K ﹤0.01%
+2,000
1468
$19K ﹤0.01%
351
+2
1469
$19K ﹤0.01%
369
+18
1470
$19K ﹤0.01%
328
-5
1471
$19K ﹤0.01%
450
1472
$19K ﹤0.01%
500
1473
$19K ﹤0.01%
123
1474
$19K ﹤0.01%
96
1475
$18K ﹤0.01%
4,000
57 58
59
60 61