AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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 12.35%
3 Financials 11.29%
4 Consumer Discretionary 10.98%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$4.33M 0.11%
117,942
-78,360
177
$4.29M 0.1%
39,948
+118
178
$4.25M 0.1%
33,005
-287
179
$4.19M 0.1%
46,091
-1,543
180
$4.18M 0.1%
48,351
-2,168
181
$4.17M 0.1%
271,392
+7,933
182
$4.13M 0.1%
48,766
-109
183
$3.96M 0.1%
59,513
-7,849
184
$3.94M 0.1%
190,125
+680
185
$3.84M 0.09%
111,149
+1,380
186
$3.63M 0.09%
14,543
-413
187
$3.62M 0.09%
+450,000
188
$3.58M 0.09%
43,602
-1,533
189
$3.53M 0.09%
129,250
+26,120
190
$3.52M 0.09%
292,595
-53,140
191
$3.49M 0.08%
18,221
+470
192
$3.48M 0.08%
31,388
-14,540
193
$3.44M 0.08%
8,260
+3,121
194
$3.44M 0.08%
+50,193
195
$3.4M 0.08%
222,177
-2,534
196
$3.38M 0.08%
25,526
-957
197
$3.36M 0.08%
120,272
-177,768
198
$3.35M 0.08%
39,818
-9,220
199
$3.27M 0.08%
945,423
+30,757
200
$3.24M 0.08%
4,975
+35