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
1851
$1K ﹤0.01%
5,850
1852
$1K ﹤0.01%
20,339
1853
$1K ﹤0.01%
7,200
1854
$1K ﹤0.01%
+8,150
1855
$1K ﹤0.01%
23
1856
$1K ﹤0.01%
3,332
1857
$1K ﹤0.01%
24,000
1858
$1K ﹤0.01%
6,500
1859
$1K ﹤0.01%
100
1860
$1K ﹤0.01%
6,700
1861
$1K ﹤0.01%
13,332
1862
$1K ﹤0.01%
5,032
1863
$1K ﹤0.01%
5,500
1864
$1K ﹤0.01%
10,000
1865
$1K ﹤0.01%
7,600
1866
$1K ﹤0.01%
17,900
1867
$1K ﹤0.01%
5,000
1868
$1K ﹤0.01%
16,944
1869
$1K ﹤0.01%
7,589
1870
$1K ﹤0.01%
7,500
1871
$1K ﹤0.01%
15,000
1872
$1K ﹤0.01%
9,632
1873
$1K ﹤0.01%
13,279
1874
$1K ﹤0.01%
10,450
1875
$1K ﹤0.01%
12,900
73 74
75
76 77