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
$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%
2,818
2102
$0 ﹤0.01%
3,466
2103
$0 ﹤0.01%
750
2104
$0 ﹤0.01%
11,100
2105
$0 ﹤0.01%
4,400
2106
$0 ﹤0.01%
3,100
2107
$0 ﹤0.01%
1
2108
$0 ﹤0.01%
3,066
2109
$0 ﹤0.01%
28
2110
$0 ﹤0.01%
1,000
2111
– –
-8
2112
$0 ﹤0.01%
6,657
2113
$0 ﹤0.01%
7,802
2114
$0 ﹤0.01%
2
2115
$0 ﹤0.01%
17
2116
– –
-34,090
2117
– –
-4,562
2118
$0 ﹤0.01%
20
-193
2119
– –
0
2120
$0 ﹤0.01%
67
-33
2121
– –
-196
2122
$0 ﹤0.01%
+50
2123
– –
-743
2124
$0 ﹤0.01%
4
-180
2125
$0 ﹤0.01%
12
83 84
85
86 87