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
1476
$6K ﹤0.01%
18
1477
$6K ﹤0.01%
106
-1,400
1478
$6K ﹤0.01%
+90
1479
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264
+3
1480
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105
-17
1481
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1482
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65
1483
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100
1484
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750
1485
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284
1486
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175
1487
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189
1488
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37
1489
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105
1490
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195
-107
1491
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+600
1492
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100
1493
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275
-518
1494
$6K ﹤0.01%
71,000
1495
$6K ﹤0.01%
15,000
1496
$6K ﹤0.01%
11,600
1497
$6K ﹤0.01%
600
1498
$6K ﹤0.01%
+93
1499
$6K ﹤0.01%
111
1500
$6K ﹤0.01%
29
58 59
60
61 62