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
2051
$2K ﹤0.01%
6,139
+5,000
2052
$2K ﹤0.01%
1,047
2053
$2K ﹤0.01%
525
2054
$2K ﹤0.01%
8,347
2055
$2K ﹤0.01%
353
-818
2056
$2K ﹤0.01%
+8,006
2057
$2K ﹤0.01%
+25
2058
$2K ﹤0.01%
6,364
2059
$2K ﹤0.01%
+200
2060
$2K ﹤0.01%
+3,100
2061
$2K ﹤0.01%
4,920
+1,909
2062
$1K ﹤0.01%
+580
2063
$1K ﹤0.01%
45,000
2064
$1K ﹤0.01%
2,067
2065
$1K ﹤0.01%
+5,000
2066
$1K ﹤0.01%
+1,666
2067
$1K ﹤0.01%
2,500
2068
$1K ﹤0.01%
2,600
2069
$1K ﹤0.01%
1,450
2070
$1K ﹤0.01%
1,679
+279
2071
$1K ﹤0.01%
2,500
2072
$1K ﹤0.01%
+2,652
2073
$1K ﹤0.01%
29
2074
$1K ﹤0.01%
50
2075
$1K ﹤0.01%
36