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
$4.09B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,920
New
Increased
Reduced
Closed

Top Buys

1 +$181M
2 +$54.1M
3 +$41.9M
4
SPTN
SpartanNash
SPTN
+$17M
5
OI icon
O-I Glass
OI
+$14.7M

Top Sells

1 +$106M
2 +$26.1M
3 +$14.6M
4
VG
Vonage Holdings Corporation
VG
+$12.4M
5
CVX icon
Chevron
CVX
+$11.1M

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
1976
$2K ﹤0.01%
25
1977
$2K ﹤0.01%
176
1978
$2K ﹤0.01%
4,100
-5,000
1979
$2K ﹤0.01%
100
1980
$2K ﹤0.01%
25
1981
$2K ﹤0.01%
200
1982
$2K ﹤0.01%
16,000
+10,000
1983
$2K ﹤0.01%
185
-1,815
1984
$2K ﹤0.01%
72
-6,584
1985
$2K ﹤0.01%
22,789
1986
$2K ﹤0.01%
22
1987
$2K ﹤0.01%
135
1988
$2K ﹤0.01%
68
1989
$2K ﹤0.01%
31
1990
$2K ﹤0.01%
100
1991
$2K ﹤0.01%
50
1992
$2K ﹤0.01%
20
1993
$2K ﹤0.01%
8
1994
$2K ﹤0.01%
+6,204
1995
$2K ﹤0.01%
+7,500
1996
$2K ﹤0.01%
5,382
+782
1997
$2K ﹤0.01%
3,332
1998
$2K ﹤0.01%
+6,000
1999
$2K ﹤0.01%
3,333
2000
$2K ﹤0.01%
+4,563