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
1976
– –
-500
1977
– –
-16
1978
– –
-27
1979
– –
-66
1980
– –
-34,090
1981
– –
-4,562
1982
– –
-73
1983
– –
-361,020
1984
– –
-288
1985
– –
0
1986
$0 ﹤0.01%
2,700
1987
$0 ﹤0.01%
8,600
1988
$0 ﹤0.01%
10,000
1989
$0 ﹤0.01%
1
1990
$0 ﹤0.01%
1,350
1991
$0 ﹤0.01%
1,225
1992
$0 ﹤0.01%
266
1993
$0 ﹤0.01%
100
1994
$0 ﹤0.01%
5,000
1995
$0 ﹤0.01%
3,750
1996
$0 ﹤0.01%
7,718
1997
– –
-15,200
1998
– –
-5,000
1999
$0 ﹤0.01%
300
2000
– –
-17,200
78 79
80
81 82