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
1676
$2K ﹤0.01%
13
1677
$2K ﹤0.01%
13
1678
$2K ﹤0.01%
24
1679
$2K ﹤0.01%
286
1680
$2K ﹤0.01%
32
1681
$2K ﹤0.01%
17,648
1682
$2K ﹤0.01%
28,000
1683
$2K ﹤0.01%
33,458
1684
$2K ﹤0.01%
23,200
1685
$2K ﹤0.01%
4,360
1686
$2K ﹤0.01%
20,213
1687
$2K ﹤0.01%
1,608
1688
$2K ﹤0.01%
22,628
1689
$2K ﹤0.01%
14,425
1690
$2K ﹤0.01%
12,300
1691
$2K ﹤0.01%
170
1692
$2K ﹤0.01%
10,000
1693
$2K ﹤0.01%
30,525
1694
$2K ﹤0.01%
34,200
1695
$2K ﹤0.01%
5,418
1696
$2K ﹤0.01%
6,139
1697
$2K ﹤0.01%
16,773
1698
$2K ﹤0.01%
67
1699
$2K ﹤0.01%
24,976
1700
$2K ﹤0.01%
6,027
66 67
68
69 70