AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 12.48%
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%
+13,000
2052
$2K ﹤0.01%
+207
2053
$2K ﹤0.01%
6,200
2054
$2K ﹤0.01%
8,550
+2,000
2055
$2K ﹤0.01%
4,101
+3,476
2056
$2K ﹤0.01%
500
2057
$2K ﹤0.01%
11,439
2058
$2K ﹤0.01%
6,139
+5,000
2059
$2K ﹤0.01%
1,047
2060
$2K ﹤0.01%
100
2061
$2K ﹤0.01%
+7,500
2062
$1K ﹤0.01%
3,366
2063
$1K ﹤0.01%
1,398
+139
2064
$1K ﹤0.01%
+111
2065
$1K ﹤0.01%
2,147
2066
$1K ﹤0.01%
2,607
2067
$1K ﹤0.01%
5,298
+166
2068
$1K ﹤0.01%
+1,116
2069
$1K ﹤0.01%
+2,200
2070
$1K ﹤0.01%
2,529
+2,250
2071
$1K ﹤0.01%
3,332
2072
$1K ﹤0.01%
1,666
2073
$1K ﹤0.01%
80
2074
$1K ﹤0.01%
1,000
2075
$1K ﹤0.01%
1,550