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
1901
$4K ﹤0.01%
8,166
1902
$3K ﹤0.01%
+81
1903
$3K ﹤0.01%
+50
1904
$3K ﹤0.01%
125
1905
$3K ﹤0.01%
479
1906
$3K ﹤0.01%
2
1907
$3K ﹤0.01%
+100
1908
$3K ﹤0.01%
+93
1909
$3K ﹤0.01%
168
-6
1910
$3K ﹤0.01%
160
1911
$3K ﹤0.01%
+11,718
1912
$3K ﹤0.01%
666
1913
$3K ﹤0.01%
+125
1914
$3K ﹤0.01%
50
1915
$3K ﹤0.01%
50
1916
$3K ﹤0.01%
94
1917
$3K ﹤0.01%
50
1918
$3K ﹤0.01%
+14
1919
$3K ﹤0.01%
150
1920
$3K ﹤0.01%
3,892
1921
$3K ﹤0.01%
17,300
+12,000
1922
$3K ﹤0.01%
12,552
+2,066
1923
$3K ﹤0.01%
10
1924
$3K ﹤0.01%
10,000
1925
$3K ﹤0.01%
+10,050