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
2051
– –
-3,100
2052
$0 ﹤0.01%
10,754
2053
$0 ﹤0.01%
100
2054
$0 ﹤0.01%
200
2055
– –
-13,003
2056
$0 ﹤0.01%
1,600
2057
– –
-15,000
2058
– –
-19,500
2059
$0 ﹤0.01%
6,666
2060
$0 ﹤0.01%
3,000
2061
$0 ﹤0.01%
3,800
2062
$0 ﹤0.01%
1,666
2063
$0 ﹤0.01%
468
2064
$0 ﹤0.01%
2,500
2065
– –
-61,340
2066
$0 ﹤0.01%
5,950
2067
$0 ﹤0.01%
350
2068
$0 ﹤0.01%
1,476
2069
$0 ﹤0.01%
4,125
2070
$0 ﹤0.01%
154
2071
$0 ﹤0.01%
3,455
2072
$0 ﹤0.01%
2,818
2073
$0 ﹤0.01%
3,466
2074
$0 ﹤0.01%
750
2075
$0 ﹤0.01%
3,100
81 82
83
84 85