AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 12.48%
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
1951
$3K ﹤0.01%
6,000
1952
$3K ﹤0.01%
13,850
+1,000
1953
$3K ﹤0.01%
14,046
1954
$3K ﹤0.01%
12,098
1955
$3K ﹤0.01%
14,600
+5,000
1956
$3K ﹤0.01%
12,761
1957
$3K ﹤0.01%
5,900
1958
$3K ﹤0.01%
8,600
1959
$3K ﹤0.01%
+6,250
1960
$2K ﹤0.01%
30
-758
1961
$2K ﹤0.01%
19
1962
$2K ﹤0.01%
27
-3
1963
$2K ﹤0.01%
37
1964
$2K ﹤0.01%
10
1965
$2K ﹤0.01%
10,639
1966
$2K ﹤0.01%
5,400
1967
$2K ﹤0.01%
1,500
-45,523
1968
$2K ﹤0.01%
+10,754
1969
$2K ﹤0.01%
+100
1970
$2K ﹤0.01%
+50
1971
$2K ﹤0.01%
25
1972
$2K ﹤0.01%
+100
1973
$2K ﹤0.01%
+35
1974
$2K ﹤0.01%
27
1975
$2K ﹤0.01%
100