AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 12.48%
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%
3,800
2102
$1K ﹤0.01%
20
2103
$1K ﹤0.01%
500
2104
$1K ﹤0.01%
52
2105
$1K ﹤0.01%
3,450
2106
$1K ﹤0.01%
50
2107
$1K ﹤0.01%
29
2108
$1K ﹤0.01%
50
2109
$1K ﹤0.01%
36
2110
$1K ﹤0.01%
65
2111
$1K ﹤0.01%
15
2112
$1K ﹤0.01%
200
2113
$1K ﹤0.01%
+240
2114
$1K ﹤0.01%
+27
2115
$1K ﹤0.01%
20
2116
$1K ﹤0.01%
24
2117
$1K ﹤0.01%
+75
2118
$1K ﹤0.01%
9
-56
2119
$1K ﹤0.01%
+27
2120
$1K ﹤0.01%
21
2121
$1K ﹤0.01%
5
2122
$1K ﹤0.01%
200
2123
$1K ﹤0.01%
58
2124
$1K ﹤0.01%
6,325
+2,375
2125
$1K ﹤0.01%
7