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
1576
$12K ﹤0.01%
753
1577
$12K ﹤0.01%
346
1578
$12K ﹤0.01%
2,000
-63,088
1579
$12K ﹤0.01%
+1,200
1580
$12K ﹤0.01%
30,184
+500
1581
$12K ﹤0.01%
680
1582
$12K ﹤0.01%
+48,400
1583
$12K ﹤0.01%
38,091
+326
1584
$12K ﹤0.01%
48,452
1585
$12K ﹤0.01%
577
1586
$12K ﹤0.01%
250,000
1587
$12K ﹤0.01%
710
1588
$11K ﹤0.01%
1,073
+173
1589
$11K ﹤0.01%
165
1590
$11K ﹤0.01%
82
1591
$11K ﹤0.01%
1,000
1592
$11K ﹤0.01%
5,000
1593
$11K ﹤0.01%
116
1594
$11K ﹤0.01%
77
1595
$11K ﹤0.01%
100
+25
1596
$11K ﹤0.01%
94
+80
1597
$11K ﹤0.01%
48
+20
1598
$11K ﹤0.01%
65,160
+59,390
1599
$11K ﹤0.01%
525
1600
$11K ﹤0.01%
39