AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
-$713K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1 +$5.67M
2 +$4.42M
3 +$3.62M
4
SPTN
SpartanNash
SPTN
+$2.6M
5
CPWR
COMPUWARE CORP
CPWR
+$2.53M

Top Sells

1 +$13.3M
2 +$6.64M
3 +$5.32M
4
WBSN
WEBSENSE INC
WBSN
+$5.04M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.49M

Sector Composition

1 Technology 8.71%
2 Financials 7.69%
3 Consumer Discretionary 7.07%
4 Healthcare 6.8%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.23M 0.21%
151,438
+66,870
127
$1.23M 0.21%
41,175
+7,500
128
$1.22M 0.21%
23,237
+632
129
$1.22M 0.21%
13,962
+6,601
130
$1.21M 0.21%
17,550
131
$1.2M 0.21%
50,698
132
$1.2M 0.21%
103,000
133
$1.18M 0.2%
10,875
-1,176
134
$1.16M 0.2%
29,786
+139
135
$1.14M 0.2%
43,300
+12,300
136
$1.13M 0.19%
91,510
137
$1.12M 0.19%
121,000
-12,500
138
$1.12M 0.19%
85,500
+5,500
139
$1.12M 0.19%
130,500
+25,000
140
$1.11M 0.19%
14,400
-200
141
$1.11M 0.19%
37,843
+972
142
$1.1M 0.19%
+34,249
143
$1.09M 0.19%
147,000
+12,500
144
$1.09M 0.19%
44,763
+1,678
145
$1.08M 0.19%
38,469
-1,950
146
$1.07M 0.18%
13,472
-1,931
147
$1.05M 0.18%
52,950
148
$1.05M 0.18%
13,126
149
$1.03M 0.18%
17,444
-450
150
$1.03M 0.18%
79,600
+25,000