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
1601
$3K ﹤0.01%
160
1602
$3K ﹤0.01%
25
1603
$3K ﹤0.01%
+764
1604
$3K ﹤0.01%
56
1605
$3K ﹤0.01%
14
1606
$3K ﹤0.01%
59,722
1607
$3K ﹤0.01%
14
1608
$3K ﹤0.01%
200
1609
$3K ﹤0.01%
145
+10
1610
$3K ﹤0.01%
75
1611
$3K ﹤0.01%
20,000
1612
$3K ﹤0.01%
+34
1613
$3K ﹤0.01%
473
1614
$3K ﹤0.01%
10
1615
$3K ﹤0.01%
25
1616
$3K ﹤0.01%
20
1617
$3K ﹤0.01%
200
-100
1618
$3K ﹤0.01%
375
1619
$3K ﹤0.01%
8
1620
$3K ﹤0.01%
17,548
1621
$3K ﹤0.01%
49,309
1622
$3K ﹤0.01%
13,199
1623
$3K ﹤0.01%
300
1624
$3K ﹤0.01%
300
1625
$3K ﹤0.01%
14,004
63 64
65
66 67