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
2076
$1K ﹤0.01%
65
2077
$1K ﹤0.01%
15
2078
$1K ﹤0.01%
100
2079
$1K ﹤0.01%
+2,200
2080
$1K ﹤0.01%
4,366
2081
$1K ﹤0.01%
10
2082
$1K ﹤0.01%
+5,000
2083
$1K ﹤0.01%
+10,000
2084
$1K ﹤0.01%
+6,194
2085
$1K ﹤0.01%
+3,000
2086
$1K ﹤0.01%
5,050
2087
$1K ﹤0.01%
1,750
2088
$1K ﹤0.01%
+100
2089
$1K ﹤0.01%
3,079
+1,100
2090
$1K ﹤0.01%
+2,500
2091
$1K ﹤0.01%
+5,950
2092
$1K ﹤0.01%
4,125
2093
$1K ﹤0.01%
3,455
+675
2094
$1K ﹤0.01%
2,607
2095
$1K ﹤0.01%
14,650
-120
2096
$1K ﹤0.01%
26
2097
$1K ﹤0.01%
+6,650
2098
$1K ﹤0.01%
500
2099
$1K ﹤0.01%
+1,666
2100
$1K ﹤0.01%
20