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
1926
$0 ﹤0.01%
50
1927
$0 ﹤0.01%
3,366
1928
$0 ﹤0.01%
11,832
1929
$0 ﹤0.01%
600
1930
$0 ﹤0.01%
6,000
1931
$0 ﹤0.01%
4,920
1932
$0 ﹤0.01%
14,046
1933
$0 ﹤0.01%
6
-52,500
1934
$0 ﹤0.01%
12,098
1935
$0 ﹤0.01%
11,440
1936
$0 ﹤0.01%
2,725
1937
$0 ﹤0.01%
24,300
1938
$0 ﹤0.01%
687
1939
$0 ﹤0.01%
5,298
1940
$0 ﹤0.01%
1,116
1941
$0 ﹤0.01%
2,200
1942
$0 ﹤0.01%
103
1943
$0 ﹤0.01%
2,529
1944
$0 ﹤0.01%
3,332
1945
$0 ﹤0.01%
200
1946
$0 ﹤0.01%
28
1947
– –
-19,300
1948
$0 ﹤0.01%
1,666
1949
$0 ﹤0.01%
250
1950
$0 ﹤0.01%
39
76 77
78
79 80