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
1826
$5K ﹤0.01%
+15,000
1827
$5K ﹤0.01%
25,000
1828
$5K ﹤0.01%
12,598
+3,332
1829
$5K ﹤0.01%
18,700
+10,000
1830
$5K ﹤0.01%
10,150
1831
$5K ﹤0.01%
+23,200
1832
$5K ﹤0.01%
9,500
1833
$5K ﹤0.01%
25,168
1834
$5K ﹤0.01%
11,250
+6,600
1835
$5K ﹤0.01%
20,339
1836
$5K ﹤0.01%
+15,000
1837
$5K ﹤0.01%
+13,332
1838
$5K ﹤0.01%
+500
1839
$5K ﹤0.01%
9,632
+213
1840
$5K ﹤0.01%
13,279
1841
$5K ﹤0.01%
546
+100
1842
$5K ﹤0.01%
+464
1843
$5K ﹤0.01%
490
1844
$5K ﹤0.01%
15,898
+2,200
1845
$5K ﹤0.01%
+500
1846
$5K ﹤0.01%
11,850
1847
$5K ﹤0.01%
+8,500
1848
$5K ﹤0.01%
25
1849
$4K ﹤0.01%
+300
1850
$4K ﹤0.01%
+300