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
2101
$0 ﹤0.01%
200
2102
$0 ﹤0.01%
28
2103
– –
-19,300
2104
$0 ﹤0.01%
1,666
2105
$0 ﹤0.01%
250
2106
$0 ﹤0.01%
39
2107
– –
-1,050
2108
– –
-347
2109
– –
-11,850
2110
– –
-500
2111
– –
-1,002
2112
– –
-29,431
2113
– –
-48,063
2114
$0 ﹤0.01%
80
2115
– –
-5,000
2116
– –
-40
2117
– –
-71,965
2118
– –
-450
2119
$0 ﹤0.01%
2
2120
$0 ﹤0.01%
4
2121
– –
-300
2122
– –
-5
2123
$0 ﹤0.01%
5,050
2124
$0 ﹤0.01%
2,500
2125
– –
-12,410
83 84
85
86 87