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
1651
$2K ﹤0.01%
666
1652
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41
1653
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100
1654
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274
1655
$2K ﹤0.01%
50
1656
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16
1657
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+908
1658
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94
1659
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9
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33
-17
1661
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100
1662
$2K ﹤0.01%
525
1663
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19
1664
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16
-150
1665
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575
1666
$2K ﹤0.01%
178
-90
1667
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100
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9
1669
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150
1670
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200
1671
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27
1672
$2K ﹤0.01%
+126
1673
$2K ﹤0.01%
12
1674
$2K ﹤0.01%
130
-2
1675
$2K ﹤0.01%
16,000
65 66
67
68 69