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
2101
$1K ﹤0.01%
1,250
2102
$1K ﹤0.01%
+1,832
2103
$1K ﹤0.01%
+2,500
2104
$1K ﹤0.01%
+8,400
2105
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21
+5
2106
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+1,704
2107
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1,666
2108
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80
2109
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1,000
2110
$1K ﹤0.01%
1,550
2111
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+580
2112
$1K ﹤0.01%
45,000
2113
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20
2114
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500
2115
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52
2116
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3,450
2117
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50
2118
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8
-452
2119
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24
2120
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8
-336
2121
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65
2122
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200
2123
$1K ﹤0.01%
+240
2124
$1K ﹤0.01%
+27
2125
$1K ﹤0.01%
20