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
1751
$1K ﹤0.01%
3,892
1752
$1K ﹤0.01%
3,000
1753
$1K ﹤0.01%
17,300
1754
$1K ﹤0.01%
9,400
1755
$1K ﹤0.01%
17,500
1756
$1K ﹤0.01%
4,500
1757
$1K ﹤0.01%
9,100
1758
$1K ﹤0.01%
17,932
1759
$1K ﹤0.01%
13,850
1760
$1K ﹤0.01%
20
1761
$1K ﹤0.01%
44
1762
$1K ﹤0.01%
42
1763
$1K ﹤0.01%
38
1764
$1K ﹤0.01%
100
1765
$1K ﹤0.01%
21
1766
$1K ﹤0.01%
176
1767
$1K ﹤0.01%
8,347
1768
$1K ﹤0.01%
7,900
1769
$1K ﹤0.01%
8,600
1770
$1K ﹤0.01%
12,698
1771
$1K ﹤0.01%
20,000
1772
$1K ﹤0.01%
21
1773
$1K ﹤0.01%
6,364
1774
$1K ﹤0.01%
11,718
1775
$1K ﹤0.01%
25
-1,147
69 70
71
72 73