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
1876
$1K ﹤0.01%
17,900
1877
$1K ﹤0.01%
5,000
1878
$1K ﹤0.01%
16,944
1879
$1K ﹤0.01%
7,589
1880
$1K ﹤0.01%
7,500
1881
$1K ﹤0.01%
15,000
1882
$1K ﹤0.01%
9,632
1883
$1K ﹤0.01%
13,279
1884
$0 ﹤0.01%
100
1885
– –
-700
1886
$0 ﹤0.01%
+5
1887
– –
-3,331
1888
$0 ﹤0.01%
8
1889
– –
-21,250
1890
– –
-20,970
1891
– –
-73
1892
– –
-361,020
1893
– –
-288
1894
$0 ﹤0.01%
6
1895
$0 ﹤0.01%
2,000
1896
$0 ﹤0.01%
52,800
1897
– –
-55,794
1898
$0 ﹤0.01%
300
1899
$0 ﹤0.01%
2,000
1900
$0 ﹤0.01%
250
74 75
76
77 78