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
1951
– –
-230
1952
$0 ﹤0.01%
4,948
1953
$0 ﹤0.01%
50,000
1954
$0 ﹤0.01%
250
1955
$0 ﹤0.01%
2,067
1956
$0 ﹤0.01%
3,000
1957
$0 ﹤0.01%
5,000
1958
$0 ﹤0.01%
1,666
1959
$0 ﹤0.01%
2,500
1960
$0 ﹤0.01%
2,600
1961
$0 ﹤0.01%
1,450
1962
– –
-10
1963
$0 ﹤0.01%
1,679
1964
$0 ﹤0.01%
142
1965
$0 ﹤0.01%
1,000
1966
– –
-53,248
1967
– –
-73
1968
– –
-100
1969
$0 ﹤0.01%
100
1970
– –
-700
1971
$0 ﹤0.01%
+5
1972
– –
-3,331
1973
$0 ﹤0.01%
8
1974
– –
-21,250
1975
– –
-20,970
77 78
79
80 81