AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
1801
$1K ﹤0.01%
10,769
1802
$1K ﹤0.01%
85
-100
1803
$1K ﹤0.01%
24
1804
$1K ﹤0.01%
+91
1805
$1K ﹤0.01%
22,789
1806
$1K ﹤0.01%
135
1807
$1K ﹤0.01%
68
1808
$1K ﹤0.01%
25
1809
$1K ﹤0.01%
40
1810
$1K ﹤0.01%
31
-14
1811
$1K ﹤0.01%
6,650
1812
$1K ﹤0.01%
6
1813
$1K ﹤0.01%
9
-5
1814
$1K ﹤0.01%
39
-90
1815
$1K ﹤0.01%
33
-17
1816
$1K ﹤0.01%
20
1817
$1K ﹤0.01%
117
1818
$1K ﹤0.01%
8,497
1819
$1K ﹤0.01%
12,552
1820
$1K ﹤0.01%
6,000
1821
$1K ﹤0.01%
5,000
1822
$1K ﹤0.01%
6,000
1823
$1K ﹤0.01%
3,333
1824
$1K ﹤0.01%
11,698
1825
$1K ﹤0.01%
5,200
71 72
73
74 75