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
1776
$1K ﹤0.01%
10,450
1777
$1K ﹤0.01%
6,000
1778
$1K ﹤0.01%
8,403
1779
$1K ﹤0.01%
59,000
1780
$1K ﹤0.01%
11,000
1781
$1K ﹤0.01%
13,455
1782
$1K ﹤0.01%
23,040
1783
$1K ﹤0.01%
10,000
1784
$1K ﹤0.01%
3,000
1785
$1K ﹤0.01%
25,834
1786
$1K ﹤0.01%
17,542
1787
$1K ﹤0.01%
100
-38,695
1788
$1K ﹤0.01%
5,000
1789
$1K ﹤0.01%
11,250
1790
$1K ﹤0.01%
100
1791
$1K ﹤0.01%
2,600
1792
$1K ﹤0.01%
5,850
1793
$1K ﹤0.01%
20,339
1794
$1K ﹤0.01%
7,200
1795
$1K ﹤0.01%
+8,150
1796
$1K ﹤0.01%
23
1797
$1K ﹤0.01%
3,332
1798
$1K ﹤0.01%
15,000
1799
$1K ﹤0.01%
1,075
1800
$1K ﹤0.01%
46,100
70 71
72
73 74