AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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 +$192M
2 +$50.3M
3 +$38.7M
4
SPTN
SpartanNash
SPTN
+$19.8M
5
OI icon
O-I Glass
OI
+$14.9M

Top Sells

1 +$113M
2 +$28.1M
3 +$13.5M
4
CVX icon
Chevron
CVX
+$12.6M
5
VG
Vonage Holdings Corporation
VG
+$12.3M

Sector Composition

1 Industrials 16.04%
2 Technology 12.35%
3 Financials 11.29%
4 Consumer Discretionary 10.98%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$5.46M 0.13%
126,116
-2,507
152
$5.38M 0.13%
36,397
+31,717
153
$5.34M 0.13%
142,509
-12,294
154
$5.32M 0.13%
83,614
+2,516
155
$5.2M 0.13%
+144,880
156
$5.17M 0.13%
307,277
+9,550
157
$5.06M 0.12%
107,764
-13,575
158
$5.04M 0.12%
179,433
+68,110
159
$5.03M 0.12%
403,921
-76,753
160
$5M 0.12%
528,658
-57,319
161
$4.98M 0.12%
56,450
+18,580
162
$4.92M 0.12%
61,052
+54,848
163
$4.92M 0.12%
251,762
-1,437,460
164
$4.91M 0.12%
296,958
+168,479
165
$4.9M 0.12%
70,013
-46,290
166
$4.77M 0.12%
17,181
-325
167
$4.74M 0.11%
30,021
+1,362
168
$4.7M 0.11%
40,611
+10,572
169
$4.67M 0.11%
209,486
-9,604
170
$4.63M 0.11%
55,943
-495
171
$4.62M 0.11%
133,544
+128
172
$4.59M 0.11%
111,119
+14,330
173
$4.59M 0.11%
22,714
-899
174
$4.36M 0.11%
1,858
+32
175
$4.33M 0.11%
55,507
+15,440