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
2026
$0 ﹤0.01%
1,000
2027
$0 ﹤0.01%
8,944
2028
$0 ﹤0.01%
1,819
2029
$0 ﹤0.01%
400
2030
$0 ﹤0.01%
1,750
2031
$0 ﹤0.01%
66
2032
– –
-70,192
2033
$0 ﹤0.01%
3,079
2034
– –
-10,403
2035
$0 ﹤0.01%
50
2036
– –
-144
2037
$0 ﹤0.01%
5,400
2038
$0 ﹤0.01%
1,194
2039
$0 ﹤0.01%
1,000
2040
$0 ﹤0.01%
5,000
2041
$0 ﹤0.01%
2,332
2042
$0 ﹤0.01%
2,000
2043
– –
-25,706
2044
$0 ﹤0.01%
5,141
2045
$0 ﹤0.01%
300
2046
$0 ﹤0.01%
500
2047
$0 ﹤0.01%
250
2048
$0 ﹤0.01%
32
2049
– –
-155,397
2050
$0 ﹤0.01%
1,550
80 81
82
83 84