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
1901
$0 ﹤0.01%
250
1902
$0 ﹤0.01%
1,775
1903
$0 ﹤0.01%
335
1904
$0 ﹤0.01%
1,050
1905
$0 ﹤0.01%
6,700
1906
– –
-20,100
1907
– –
-39,838
1908
$0 ﹤0.01%
1,200
1909
$0 ﹤0.01%
2,932
1910
$0 ﹤0.01%
66
1911
$0 ﹤0.01%
11,100
1912
$0 ﹤0.01%
4,400
1913
$0 ﹤0.01%
79
1914
$0 ﹤0.01%
212
1915
$0 ﹤0.01%
180
1916
$0 ﹤0.01%
50
1917
$0 ﹤0.01%
3,366
1918
$0 ﹤0.01%
1,398
1919
$0 ﹤0.01%
14,046
1920
$0 ﹤0.01%
6
-52,500
1921
$0 ﹤0.01%
13,000
1922
$0 ﹤0.01%
2,607
1923
– –
-25,352
1924
$0 ﹤0.01%
8,550
1925
– –
-16
75 76
77
78 79