AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
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 +$192M
2 +$50.3M
3 +$38.7M
4
SPTN
SpartanNash
SPTN
+$19.8M
5
OI icon
O-I Glass
OI
+$14.9M

Top Sells

1 +$113M
2 +$28.1M
3 +$13.5M
4
CVX icon
Chevron
CVX
+$12.6M
5
VG
Vonage Holdings Corporation
VG
+$12.3M

Sector Composition

1 Industrials 16.04%
2 Technology 12.35%
3 Financials 11.29%
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%
1,100
1602
$11K ﹤0.01%
1,073
+173
1603
$11K ﹤0.01%
65,160
+59,390
1604
$11K ﹤0.01%
525
1605
$11K ﹤0.01%
39
1606
$10K ﹤0.01%
100
1607
$10K ﹤0.01%
+400
1608
$10K ﹤0.01%
850
1609
$10K ﹤0.01%
43
1610
$10K ﹤0.01%
+276
1611
$10K ﹤0.01%
250
1612
$10K ﹤0.01%
750
1613
$10K ﹤0.01%
347
1614
$10K ﹤0.01%
200
1615
$10K ﹤0.01%
1,386
1616
$10K ﹤0.01%
208
+119
1617
$10K ﹤0.01%
700
1618
$10K ﹤0.01%
500
1619
$10K ﹤0.01%
96
1620
$10K ﹤0.01%
340
-148,112
1621
$10K ﹤0.01%
300
1622
$10K ﹤0.01%
264
1623
$10K ﹤0.01%
1,078
1624
$10K ﹤0.01%
212
1625
$10K ﹤0.01%
182
-258