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
$4.09B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,920
New
Increased
Reduced
Closed

Top Buys

1 +$192M
2 +$50.3M
3 +$38.7M
4
SPTN
SpartanNash
SPTN
+$19.8M
5
OI icon
O-I Glass
OI
+$14.9M

Top Sells

1 +$113M
2 +$28.1M
3 +$13.5M
4
CVX icon
Chevron
CVX
+$12.6M
5
VG
Vonage Holdings Corporation
VG
+$12.3M

Sector Composition

1 Industrials 16.04%
2 Technology 12.35%
3 Financials 11.29%
4 Consumer Discretionary 10.98%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$6.5M 0.16%
179,559
-114,388
127
$6.47M 0.16%
59,612
+9,242
128
$6.32M 0.15%
35,002
+4,127
129
$6.28M 0.15%
27,587
+1,089
130
$6.28M 0.15%
228,027
+150
131
$6.28M 0.15%
20,503
+25
132
$6.27M 0.15%
75,896
+3,433
133
$6.26M 0.15%
40,960
+3,366
134
$6.24M 0.15%
134,528
+100,091
135
$6.17M 0.15%
345,473
+3,475
136
$6.14M 0.15%
3,769,009
+25,174
137
$6.11M 0.15%
32,419
-538
138
$6.01M 0.15%
27,119
-1,192
139
$6.01M 0.15%
104,930
-1,490
140
$5.99M 0.15%
83,985
+13,860
141
$5.97M 0.14%
127,439
+6,820
142
$5.91M 0.14%
160,544
-20
143
$5.89M 0.14%
66,388
+5,330
144
$5.88M 0.14%
186,625
+24,813
145
$5.88M 0.14%
24,371
-1,570
146
$5.75M 0.14%
112,814
-2,757
147
$5.72M 0.14%
45,922
+4,379
148
$5.58M 0.14%
296,871
-2,390
149
$5.57M 0.14%
92,611
+4,760
150
$5.5M 0.13%
213,303
-12,271