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
$4.09B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,920
New
Increased
Reduced
Closed

Top Buys

1 +$181M
2 +$54.1M
3 +$41.9M
4
SPTN
SpartanNash
SPTN
+$17M
5
OI icon
O-I Glass
OI
+$14.7M

Top Sells

1 +$106M
2 +$26.1M
3 +$14.6M
4
VG
Vonage Holdings Corporation
VG
+$12.4M
5
CVX icon
Chevron
CVX
+$11.1M

Sector Composition

1 Industrials 16.04%
2 Technology 12.48%
3 Financials 11.3%
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%
20
1802
$5K ﹤0.01%
+100
1803
$5K ﹤0.01%
40
1804
$5K ﹤0.01%
+20
1805
$5K ﹤0.01%
375
1806
$5K ﹤0.01%
122
+4
1807
$5K ﹤0.01%
+30,400
1808
$5K ﹤0.01%
5,318
1809
$5K ﹤0.01%
+15,000
1810
$5K ﹤0.01%
25,000
1811
$5K ﹤0.01%
12,598
+3,332
1812
$5K ﹤0.01%
18,700
+10,000
1813
$5K ﹤0.01%
10,150
1814
$5K ﹤0.01%
+23,200
1815
$5K ﹤0.01%
9,500
1816
$5K ﹤0.01%
25,168
1817
$5K ﹤0.01%
11,250
+6,600
1818
$5K ﹤0.01%
20,339
1819
$5K ﹤0.01%
+15,000
1820
$5K ﹤0.01%
+13,332
1821
$5K ﹤0.01%
+500
1822
$5K ﹤0.01%
9,632
+213
1823
$5K ﹤0.01%
13,279
1824
$5K ﹤0.01%
546
+100
1825
$5K ﹤0.01%
+464