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
2001
$0 ﹤0.01%
332
2002
$0 ﹤0.01%
1,832
2003
$0 ﹤0.01%
2,500
2004
– –
-5,000
2005
$0 ﹤0.01%
1,250
2006
$0 ﹤0.01%
8,400
2007
– –
-26,289
2008
$0 ﹤0.01%
250
2009
$0 ﹤0.01%
1,704
2010
– –
-15,800
2011
– –
-50,072
2012
$0 ﹤0.01%
1,666
2013
$0 ﹤0.01%
1,666
2014
$0 ﹤0.01%
2,500
2015
– –
-5,000
2016
– –
0
2017
$0 ﹤0.01%
1,000
2018
$0 ﹤0.01%
2,500
2019
$0 ﹤0.01%
47
2020
– –
-3,000
2021
$0 ﹤0.01%
5,500
2022
– –
-18
2023
– –
-39,140
2024
$0 ﹤0.01%
1,500
2025
$0 ﹤0.01%
3,700
79 80
81
82 83