AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
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 +$192M
2 +$50.3M
3 +$38.7M
4
SPTN
SpartanNash
SPTN
+$19.8M
5
OI icon
O-I Glass
OI
+$14.9M

Top Sells

1 +$113M
2 +$28.1M
3 +$13.5M
4
CVX icon
Chevron
CVX
+$12.6M
5
VG
Vonage Holdings Corporation
VG
+$12.3M

Sector Composition

1 Industrials 16.04%
2 Technology 12.35%
3 Financials 11.29%
4 Consumer Discretionary 10.98%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$3K ﹤0.01%
150
1927
$3K ﹤0.01%
10,769
+100
1928
$3K ﹤0.01%
130
1929
$3K ﹤0.01%
3,892
1930
$3K ﹤0.01%
17,300
+12,000
1931
$3K ﹤0.01%
12,552
+2,066
1932
$3K ﹤0.01%
10
1933
$3K ﹤0.01%
10,000
1934
$3K ﹤0.01%
+10,050
1935
$3K ﹤0.01%
6,000
+1,500
1936
$3K ﹤0.01%
8,403
1937
$3K ﹤0.01%
+20,213
1938
$3K ﹤0.01%
+300
1939
$3K ﹤0.01%
12,300
+5,000
1940
$3K ﹤0.01%
+10,000
1941
$3K ﹤0.01%
+7,718
1942
$3K ﹤0.01%
5,418
+3,000
1943
$3K ﹤0.01%
67
1944
$3K ﹤0.01%
+20,000
1945
$3K ﹤0.01%
16,944
1946
$3K ﹤0.01%
8,944
1947
$3K ﹤0.01%
10,450
+10,000
1948
$3K ﹤0.01%
12,900
1949
$3K ﹤0.01%
+5,141
1950
$3K ﹤0.01%
11,585