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
1951
– –
-1,050
1952
– –
-347
1953
– –
-11,850
1954
– –
-500
1955
– –
-1,002
1956
– –
-29,431
1957
– –
-48,063
1958
$0 ﹤0.01%
80
1959
– –
-16,261
1960
– –
-1,000
1961
– –
-3,522
1962
– –
-8,150
1963
– –
-1,550
1964
– –
-2,000
1965
– –
-1,000
1966
– –
-1,439
1967
– –
-3,200
1968
$0 ﹤0.01%
80
-2,126
1969
$0 ﹤0.01%
2,500
1970
– –
-506
1971
$0 ﹤0.01%
35,100
1972
$0 ﹤0.01%
5,450
1973
$0 ﹤0.01%
2,544,675
1974
$0 ﹤0.01%
2,067
1975
$0 ﹤0.01%
3,000
77 78
79
80 81