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
1926
$3K ﹤0.01%
6,000
+1,500
1927
$3K ﹤0.01%
8,403
1928
$3K ﹤0.01%
+20,213
1929
$3K ﹤0.01%
+300
1930
$3K ﹤0.01%
12,300
+5,000
1931
$3K ﹤0.01%
+7,718
1932
$3K ﹤0.01%
5,418
+3,000
1933
$3K ﹤0.01%
67
1934
$3K ﹤0.01%
+20,000
1935
$3K ﹤0.01%
16,944
1936
$3K ﹤0.01%
8,944
1937
$3K ﹤0.01%
+5,141
1938
$3K ﹤0.01%
11,585
1939
$3K ﹤0.01%
12,032
1940
$3K ﹤0.01%
11,100
+8,000
1941
$3K ﹤0.01%
11,832
1942
$3K ﹤0.01%
6,000
1943
$3K ﹤0.01%
13,850
+1,000
1944
$3K ﹤0.01%
14,046
1945
$3K ﹤0.01%
12,098
1946
$3K ﹤0.01%
14,600
+5,000
1947
$3K ﹤0.01%
12,761
1948
$3K ﹤0.01%
5,900
1949
$3K ﹤0.01%
8,600
1950
$3K ﹤0.01%
+6,250