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
2076
$1K ﹤0.01%
4,125
2077
$1K ﹤0.01%
3,455
+675
2078
$1K ﹤0.01%
2,818
+2,018
2079
$1K ﹤0.01%
3,466
2080
$1K ﹤0.01%
2,932
2081
$1K ﹤0.01%
1,965
+65
2082
$1K ﹤0.01%
4,400
+4,200
2083
$1K ﹤0.01%
3,100
2084
$1K ﹤0.01%
3,066
2085
$1K ﹤0.01%
+87
2086
$1K ﹤0.01%
+6,300
2087
$1K ﹤0.01%
400
2088
$1K ﹤0.01%
+100
2089
$1K ﹤0.01%
3,366
2090
$1K ﹤0.01%
2,529
+2,250
2091
$1K ﹤0.01%
3,332
2092
$1K ﹤0.01%
2,067
2093
$1K ﹤0.01%
+5,000
2094
$1K ﹤0.01%
+1,666
2095
$1K ﹤0.01%
2,500
2096
$1K ﹤0.01%
2,600
2097
$1K ﹤0.01%
1,450
2098
$1K ﹤0.01%
1,679
+279
2099
$1K ﹤0.01%
10
2100
$1K ﹤0.01%
2,000