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
1626
$3K ﹤0.01%
4,000
1627
$3K ﹤0.01%
35,153
1628
$3K ﹤0.01%
12,761
1629
$3K ﹤0.01%
66
1630
$3K ﹤0.01%
100
1631
$3K ﹤0.01%
300
1632
$3K ﹤0.01%
10
1633
$3K ﹤0.01%
25
1634
$2K ﹤0.01%
27
1635
$2K ﹤0.01%
67
-30,371
1636
$2K ﹤0.01%
30
1637
$2K ﹤0.01%
81
1638
$2K ﹤0.01%
50
1639
$2K ﹤0.01%
250
1640
$2K ﹤0.01%
56
1641
$2K ﹤0.01%
24,732
1642
$2K ﹤0.01%
100
1643
$2K ﹤0.01%
450
1644
$2K ﹤0.01%
100
1645
$2K ﹤0.01%
21
-50
1646
$2K ﹤0.01%
420
1647
$2K ﹤0.01%
31
1648
$2K ﹤0.01%
59
+6
1649
$2K ﹤0.01%
100
1650
$2K ﹤0.01%
12
-28
64 65
66
67 68