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
1551
$4K ﹤0.01%
45
1552
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123
1553
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20
1554
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66
1555
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1556
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279
+79
1557
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1558
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1559
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1561
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18
1562
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-364
1563
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54
1564
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44
+8
1565
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149
1566
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137
+87
1567
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1568
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+600
1569
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93
1570
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200
1571
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1,000
1572
$4K ﹤0.01%
106
-113
1573
$4K ﹤0.01%
35
1574
$4K ﹤0.01%
30,400
1575
$4K ﹤0.01%
215
61 62
63
64 65