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
1451
$7K ﹤0.01%
93
-7
1452
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+320
1453
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27
1454
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175
1455
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276
1456
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185
+10
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1,000
1458
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170
-59,363
1459
$7K ﹤0.01%
1,068
1460
$7K ﹤0.01%
257
1461
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150
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536
-88
1463
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1464
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319
1465
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400
1466
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1467
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750
1469
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25
1470
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2,000
1471
$7K ﹤0.01%
700
1472
$7K ﹤0.01%
67
1473
$7K ﹤0.01%
136
1474
$7K ﹤0.01%
+241
1475
$7K ﹤0.01%
48
57 58
59
60 61