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
2051
$2K ﹤0.01%
+3,100
2052
$2K ﹤0.01%
4,920
+1,909
2053
$2K ﹤0.01%
200
2054
$2K ﹤0.01%
11,440
+898
2055
$2K ﹤0.01%
2,725
2056
$2K ﹤0.01%
9,860
+437
2057
$2K ﹤0.01%
+13,000
2058
$2K ﹤0.01%
+207
2059
$2K ﹤0.01%
8,550
+2,000
2060
$2K ﹤0.01%
4,101
+3,476
2061
$2K ﹤0.01%
500
2062
$2K ﹤0.01%
11,439
2063
$2K ﹤0.01%
6,139
+5,000
2064
$2K ﹤0.01%
1,047
2065
$1K ﹤0.01%
5,000
2066
$1K ﹤0.01%
+1,666
2067
$1K ﹤0.01%
2,000
2068
$1K ﹤0.01%
250
2069
$1K ﹤0.01%
+100
2070
$1K ﹤0.01%
+6,666
2071
$1K ﹤0.01%
3,000
2072
$1K ﹤0.01%
3,800
2073
$1K ﹤0.01%
126
2074
$1K ﹤0.01%
+2,500
2075
$1K ﹤0.01%
+5,950
81 82
83
84 85