AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
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
1801
$5K ﹤0.01%
45
-6
1802
$5K ﹤0.01%
120
1803
$5K ﹤0.01%
37
1804
$5K ﹤0.01%
85
1805
$5K ﹤0.01%
123
1806
$5K ﹤0.01%
20
1807
$5K ﹤0.01%
66
1808
$5K ﹤0.01%
+100
1809
$5K ﹤0.01%
40
1810
$5K ﹤0.01%
200
1811
$5K ﹤0.01%
27
1812
$5K ﹤0.01%
200
1813
$5K ﹤0.01%
+18
1814
$5K ﹤0.01%
189
1815
$5K ﹤0.01%
81
+54
1816
$5K ﹤0.01%
58
1817
$5K ﹤0.01%
+139
1818
$5K ﹤0.01%
36
1819
$5K ﹤0.01%
286
1820
$5K ﹤0.01%
+500
1821
$5K ﹤0.01%
+20
1822
$5K ﹤0.01%
250
1823
$5K ﹤0.01%
122
+4
1824
$5K ﹤0.01%
+30,400
1825
$5K ﹤0.01%
5,318