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
1626
$10K ﹤0.01%
+1,000
1627
$10K ﹤0.01%
+1,060
1628
$10K ﹤0.01%
1,500
1629
$10K ﹤0.01%
1,395
1630
$10K ﹤0.01%
+70,000
1631
$10K ﹤0.01%
+10,749
1632
$10K ﹤0.01%
+1,000
1633
$10K ﹤0.01%
1,000
1634
$10K ﹤0.01%
1,000
1635
$10K ﹤0.01%
28,600
1636
$10K ﹤0.01%
1,000
1637
$10K ﹤0.01%
+1,000
1638
$9K ﹤0.01%
640
1639
$9K ﹤0.01%
257
1640
$9K ﹤0.01%
150
1641
$9K ﹤0.01%
442
1642
$9K ﹤0.01%
158
1643
$9K ﹤0.01%
250
1644
$9K ﹤0.01%
150
1645
$9K ﹤0.01%
1,320
1646
$9K ﹤0.01%
23
1647
$9K ﹤0.01%
70
1648
$9K ﹤0.01%
+250
1649
$9K ﹤0.01%
136
1650
$9K ﹤0.01%
2