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
2001
$2K ﹤0.01%
+5,200
2002
$2K ﹤0.01%
10,825
+700
2003
$2K ﹤0.01%
+9,950
2004
$2K ﹤0.01%
+5,050
2005
$2K ﹤0.01%
+10,850
2006
$2K ﹤0.01%
4,550
+600
2007
$2K ﹤0.01%
333
2008
$2K ﹤0.01%
+7,900
2009
$2K ﹤0.01%
5,589
2010
$2K ﹤0.01%
9,400
2011
$2K ﹤0.01%
168
-4,832
2012
$2K ﹤0.01%
+200
2013
$2K ﹤0.01%
6,132
2014
$2K ﹤0.01%
4,663
+2,544
2015
$2K ﹤0.01%
200
-6,300
2016
$2K ﹤0.01%
3,200
2017
$2K ﹤0.01%
5,850
2018
$2K ﹤0.01%
+7,200
2019
$2K ﹤0.01%
+170
2020
$2K ﹤0.01%
6,700
2021
$2K ﹤0.01%
+10,000
2022
$2K ﹤0.01%
+5,032
2023
$2K ﹤0.01%
+200
2024
$2K ﹤0.01%
3,750
2025
$2K ﹤0.01%
+7,600
79 80
81
82 83