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
2026
$2K ﹤0.01%
4,663
+2,544
2027
$2K ﹤0.01%
200
-6,300
2028
$2K ﹤0.01%
+170
2029
$2K ﹤0.01%
6,700
2030
$2K ﹤0.01%
+10,000
2031
$2K ﹤0.01%
+5,032
2032
$2K ﹤0.01%
+200
2033
$2K ﹤0.01%
3,750
2034
$2K ﹤0.01%
+7,600
2035
$2K ﹤0.01%
+8,600
2036
$2K ﹤0.01%
5,000
2037
$2K ﹤0.01%
+7,589
2038
$2K ﹤0.01%
+7,500
2039
$2K ﹤0.01%
+6,700
2040
$2K ﹤0.01%
200
2041
$2K ﹤0.01%
10,639
2042
$2K ﹤0.01%
5,400
2043
$2K ﹤0.01%
1,500
-45,523
2044
$2K ﹤0.01%
+10,754
2045
$2K ﹤0.01%
6,501
2046
$2K ﹤0.01%
9,100
+1,600
2047
$2K ﹤0.01%
400
2048
$2K ﹤0.01%
6,364
2049
$2K ﹤0.01%
+200
2050
$2K ﹤0.01%
7,802
+202
80 81
82
83 84