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
2026
$2K ﹤0.01%
+8,600
2027
$2K ﹤0.01%
5,000
2028
$2K ﹤0.01%
+7,589
2029
$2K ﹤0.01%
+7,500
2030
$2K ﹤0.01%
+6,700
2031
$2K ﹤0.01%
200
2032
$2K ﹤0.01%
10,639
2033
$2K ﹤0.01%
5,400
2034
$2K ﹤0.01%
1,500
-45,523
2035
$2K ﹤0.01%
+10,754
2036
$2K ﹤0.01%
6,501
2037
$2K ﹤0.01%
9,100
+1,600
2038
$2K ﹤0.01%
400
2039
$2K ﹤0.01%
7,802
+202
2040
$2K ﹤0.01%
200
2041
$2K ﹤0.01%
11,440
+898
2042
$2K ﹤0.01%
2,725
2043
$2K ﹤0.01%
9,860
+437
2044
$2K ﹤0.01%
+13,000
2045
$2K ﹤0.01%
+207
2046
$2K ﹤0.01%
6,200
2047
$2K ﹤0.01%
8,550
+2,000
2048
$2K ﹤0.01%
4,101
+3,476
2049
$2K ﹤0.01%
500
2050
$2K ﹤0.01%
11,439
80 81
82
83 84