AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
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
2001
$2K ﹤0.01%
135
2002
$2K ﹤0.01%
68
2003
$2K ﹤0.01%
+25
2004
$2K ﹤0.01%
31
2005
$2K ﹤0.01%
8
2006
$2K ﹤0.01%
+6,204
2007
$2K ﹤0.01%
+7,500
2008
$2K ﹤0.01%
5,382
+782
2009
$2K ﹤0.01%
3,332
2010
$2K ﹤0.01%
+6,000
2011
$2K ﹤0.01%
3,333
2012
$2K ﹤0.01%
+4,563
2013
$2K ﹤0.01%
+5,200
2014
$2K ﹤0.01%
10,825
+700
2015
$2K ﹤0.01%
+9,950
2016
$2K ﹤0.01%
+5,050
2017
$2K ﹤0.01%
+10,850
2018
$2K ﹤0.01%
4,550
+600
2019
$2K ﹤0.01%
333
2020
$2K ﹤0.01%
+7,900
2021
$2K ﹤0.01%
5,589
2022
$2K ﹤0.01%
9,400
2023
$2K ﹤0.01%
168
-4,832
2024
$2K ﹤0.01%
+200
2025
$2K ﹤0.01%
6,132
79 80
81
82 83