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
1526
$5K ﹤0.01%
180
1527
$5K ﹤0.01%
100
1528
$5K ﹤0.01%
1,363
1529
$5K ﹤0.01%
21
1530
$5K ﹤0.01%
2,000
1531
$5K ﹤0.01%
20,000
1532
$5K ﹤0.01%
45,547
1533
$5K ﹤0.01%
23,350
1534
$5K ﹤0.01%
38,091
1535
$5K ﹤0.01%
150
-100
1536
$5K ﹤0.01%
148
1537
$5K ﹤0.01%
250
1538
$5K ﹤0.01%
500
1539
$5K ﹤0.01%
400
1540
$5K ﹤0.01%
200
1541
$4K ﹤0.01%
84
1542
$4K ﹤0.01%
500
1543
$4K ﹤0.01%
170
1544
$4K ﹤0.01%
333
1545
$4K ﹤0.01%
58
1546
$4K ﹤0.01%
25
1547
$4K ﹤0.01%
144
-84
1548
$4K ﹤0.01%
475
1549
$4K ﹤0.01%
135
1550
$4K ﹤0.01%
95
60 61
62
63 64