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
2076
$0 ﹤0.01%
1
2077
$0 ﹤0.01%
3,066
2078
$0 ﹤0.01%
28
2079
$0 ﹤0.01%
1,000
2080
-8
2081
$0 ﹤0.01%
6,657
2082
$0 ﹤0.01%
7,802
2083
$0 ﹤0.01%
400
2084
$0 ﹤0.01%
18,668
2085
$0 ﹤0.01%
11,832
2086
$0 ﹤0.01%
600
2087
$0 ﹤0.01%
6,000
2088
$0 ﹤0.01%
4,920
2089
$0 ﹤0.01%
12,098
2090
$0 ﹤0.01%
11,440
2091
$0 ﹤0.01%
2,725
2092
$0 ﹤0.01%
2,147
2093
$0 ﹤0.01%
24,300
2094
$0 ﹤0.01%
687
2095
$0 ﹤0.01%
5,298
2096
$0 ﹤0.01%
1,116
2097
$0 ﹤0.01%
2,200
2098
$0 ﹤0.01%
103
2099
$0 ﹤0.01%
2,529
2100
$0 ﹤0.01%
3,332