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
1501
$16K ﹤0.01%
117
1502
$16K ﹤0.01%
288
1503
$16K ﹤0.01%
+166
1504
$16K ﹤0.01%
1,419
+1,069
1505
$16K ﹤0.01%
1,363
-48
1506
$16K ﹤0.01%
1,600
-100
1507
$16K ﹤0.01%
+1,600
1508
$16K ﹤0.01%
7,000
1509
$16K ﹤0.01%
19,395
-37,500
1510
$16K ﹤0.01%
+100
1511
$16K ﹤0.01%
235
1512
$15K ﹤0.01%
123
1513
$15K ﹤0.01%
260
1514
$15K ﹤0.01%
46
-4
1515
$15K ﹤0.01%
+700
1516
$15K ﹤0.01%
200
1517
$15K ﹤0.01%
386
-2,493
1518
$15K ﹤0.01%
106
1519
$15K ﹤0.01%
116
1520
$15K ﹤0.01%
167
1521
$15K ﹤0.01%
300
1522
$15K ﹤0.01%
+249
1523
$15K ﹤0.01%
425
-350
1524
$15K ﹤0.01%
+222
1525
$15K ﹤0.01%
+34
59 60
61
62 63