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
1876
$4K ﹤0.01%
11,600
1877
$4K ﹤0.01%
10,000
1878
$4K ﹤0.01%
+16,773
1879
$4K ﹤0.01%
6,027
1880
$4K ﹤0.01%
9,038
1881
$4K ﹤0.01%
22,576
1882
$4K ﹤0.01%
142
+2
1883
$4K ﹤0.01%
15,350
+10,000
1884
$4K ﹤0.01%
4,000
1885
$4K ﹤0.01%
20,860
1886
$4K ﹤0.01%
401
1887
$4K ﹤0.01%
17,168
+5,000
1888
$4K ﹤0.01%
17,932
+1,066
1889
$4K ﹤0.01%
+400
1890
$4K ﹤0.01%
+24,300
1891
$4K ﹤0.01%
+15,000
1892
$4K ﹤0.01%
8,150
1893
$4K ﹤0.01%
300
1894
$4K ﹤0.01%
+24,000
1895
$4K ﹤0.01%
28
1896
$4K ﹤0.01%
119
1897
$4K ﹤0.01%
100
1898
$4K ﹤0.01%
75
1899
$4K ﹤0.01%
+400
1900
$4K ﹤0.01%
8,497
+1,300