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
1876
$1K ﹤0.01%
9,038
1877
$1K ﹤0.01%
22,576
1878
$1K ﹤0.01%
75
1879
$1K ﹤0.01%
12,750
1880
$1K ﹤0.01%
1,666
1881
$1K ﹤0.01%
11,585
1882
$1K ﹤0.01%
15,350
1883
$1K ﹤0.01%
+2,000
1884
$0 ﹤0.01%
3,175
1885
– –
0
1886
– –
-9,316
1887
$0 ﹤0.01%
6
1888
$0 ﹤0.01%
4,366
1889
$0 ﹤0.01%
+25
1890
$0 ﹤0.01%
2,000
1891
$0 ﹤0.01%
52,800
1892
$0 ﹤0.01%
400
1893
$0 ﹤0.01%
1,104
1894
$0 ﹤0.01%
1,300
1895
– –
-55,794
1896
$0 ﹤0.01%
300
1897
$0 ﹤0.01%
579
1898
$0 ﹤0.01%
1,400
1899
$0 ﹤0.01%
232
1900
$0 ﹤0.01%
2,000
74 75
76
77 78