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
$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%
6,000
1852
$1K ﹤0.01%
3,333
1853
$1K ﹤0.01%
11,698
1854
$1K ﹤0.01%
5,200
1855
$1K ﹤0.01%
10,825
1856
$1K ﹤0.01%
5,450
1857
$1K ﹤0.01%
10,850
1858
$1K ﹤0.01%
8,166
1859
$1K ﹤0.01%
10,000
1860
$1K ﹤0.01%
6,450
1861
$1K ﹤0.01%
7,900
1862
$1K ﹤0.01%
9,400
1863
$1K ﹤0.01%
17,500
1864
$1K ﹤0.01%
4,500
1865
$1K ﹤0.01%
100
1866
$1K ﹤0.01%
6,700
1867
$1K ﹤0.01%
13,332
1868
$1K ﹤0.01%
5,032
1869
$1K ﹤0.01%
5,500
1870
$1K ﹤0.01%
10,000
1871
$1K ﹤0.01%
7,600
1872
$1K ﹤0.01%
8,600
1873
$1K ﹤0.01%
12,698
1874
$1K ﹤0.01%
20,000
1875
$1K ﹤0.01%
21
73 74
75
76 77