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
1576
$4K ﹤0.01%
1,500
1577
$4K ﹤0.01%
15,000
1578
$4K ﹤0.01%
57,107
1579
$4K ﹤0.01%
10,749
1580
$4K ﹤0.01%
+11,850
1581
$4K ﹤0.01%
1,000
1582
$4K ﹤0.01%
6,200
1583
$4K ﹤0.01%
11,632
1584
$4K ﹤0.01%
30
1585
$4K ﹤0.01%
+338
1586
$4K ﹤0.01%
85
1587
$3K ﹤0.01%
22,551
1588
$3K ﹤0.01%
400
1589
$3K ﹤0.01%
533
-267
1590
$3K ﹤0.01%
25,700
1591
$3K ﹤0.01%
28,150
1592
$3K ﹤0.01%
634
1593
$3K ﹤0.01%
80
1594
$3K ﹤0.01%
125
1595
$3K ﹤0.01%
200
1596
$3K ﹤0.01%
116
-2
1597
$3K ﹤0.01%
55
1598
$3K ﹤0.01%
+98
1599
$3K ﹤0.01%
168
1600
$3K ﹤0.01%
55
62 63
64
65 66