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
1901
$0 ﹤0.01%
1,775
1902
$0 ﹤0.01%
335
1903
$0 ﹤0.01%
1,050
1904
$0 ﹤0.01%
6,700
1905
$0 ﹤0.01%
2,932
1906
$0 ﹤0.01%
66
1907
$0 ﹤0.01%
1,398
1908
$0 ﹤0.01%
13,000
1909
$0 ﹤0.01%
2,607
1910
– –
-25,352
1911
$0 ﹤0.01%
8,550
1912
– –
-16
1913
$0 ﹤0.01%
1,000,000
1914
$0 ﹤0.01%
500
1915
– –
-82
1916
$0 ﹤0.01%
825
1917
– –
-23,000
1918
– –
-11,439
1919
– –
-6
1920
– –
-25,813
1921
$0 ﹤0.01%
79
1922
$0 ﹤0.01%
212
1923
$0 ﹤0.01%
400
1924
$0 ﹤0.01%
18,668
1925
$0 ﹤0.01%
180
75 76
77
78 79