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
1726
$2K ﹤0.01%
2
1727
$1K ﹤0.01%
10,450
1728
$1K ﹤0.01%
12,900
1729
$1K ﹤0.01%
9,038
1730
$1K ﹤0.01%
22,576
1731
$1K ﹤0.01%
75
1732
$1K ﹤0.01%
12,750
1733
$1K ﹤0.01%
1,666
1734
$1K ﹤0.01%
11,585
1735
$1K ﹤0.01%
15,350
1736
$1K ﹤0.01%
9,100
1737
$1K ﹤0.01%
+2,000
1738
$1K ﹤0.01%
20,860
1739
$1K ﹤0.01%
12,032
1740
$1K ﹤0.01%
1,965
1741
$1K ﹤0.01%
34,870
1742
$1K ﹤0.01%
9,979
1743
$1K ﹤0.01%
25,198
1744
$1K ﹤0.01%
14,600
1745
$1K ﹤0.01%
47,519
1746
$1K ﹤0.01%
24,000
1747
$1K ﹤0.01%
6,500
1748
$1K ﹤0.01%
5,050
1749
$1K ﹤0.01%
+50
1750
$1K ﹤0.01%
6,204
68 69
70
71 72