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
1501
$6K ﹤0.01%
99
1502
$6K ﹤0.01%
668
+1
1503
$6K ﹤0.01%
56
+8
1504
$5K ﹤0.01%
640
1505
$5K ﹤0.01%
550
1506
$5K ﹤0.01%
100
1507
$5K ﹤0.01%
200
1508
$5K ﹤0.01%
1,579
1509
$5K ﹤0.01%
1,320
1510
$5K ﹤0.01%
190
1511
$5K ﹤0.01%
108
1512
$5K ﹤0.01%
107
1513
$5K ﹤0.01%
150
1514
$5K ﹤0.01%
550
1515
$5K ﹤0.01%
1,585
1516
$5K ﹤0.01%
176
1517
$5K ﹤0.01%
81
-42
1518
$5K ﹤0.01%
250
1519
$5K ﹤0.01%
340
1520
$5K ﹤0.01%
81
1521
$5K ﹤0.01%
150
-575
1522
$5K ﹤0.01%
486
1523
$5K ﹤0.01%
447
+262
1524
$5K ﹤0.01%
330
1525
$5K ﹤0.01%
642
59 60
61
62 63