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
1976
$0 ﹤0.01%
5,000
1977
$0 ﹤0.01%
1,666
1978
$0 ﹤0.01%
2,500
1979
$0 ﹤0.01%
2,600
1980
$0 ﹤0.01%
1,450
1981
– –
-10
1982
$0 ﹤0.01%
1,679
1983
$0 ﹤0.01%
+10
1984
– –
-100
1985
$0 ﹤0.01%
5,200
1986
– –
-10,000
1987
$0 ﹤0.01%
132
1988
– –
0
1989
$0 ﹤0.01%
1,000
1990
– –
-12,734
1991
$0 ﹤0.01%
1,600
1992
– –
-5,400
1993
$0 ﹤0.01%
2,700
1994
$0 ﹤0.01%
6,132
1995
– –
-18,098
1996
$0 ﹤0.01%
50
1997
$0 ﹤0.01%
119
1998
$0 ﹤0.01%
4,663
1999
$0 ﹤0.01%
6,540
2000
$0 ﹤0.01%
25
78 79
80
81 82