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
1601
$11K ﹤0.01%
1,500
1602
$11K ﹤0.01%
769
1603
$11K ﹤0.01%
1,100
1604
$10K ﹤0.01%
100
1605
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250
1606
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750
1607
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347
1608
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+400
1609
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200
1610
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208
+119
1611
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700
1612
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500
1613
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96
1614
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850
1615
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43
1616
$10K ﹤0.01%
+276
1617
$10K ﹤0.01%
340
-148,112
1618
$10K ﹤0.01%
300
1619
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264
1620
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1,078
1621
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212
1622
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182
-258
1623
$10K ﹤0.01%
23
1624
$10K ﹤0.01%
251
1625
$10K ﹤0.01%
+1,000