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
$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
2126
$1K ﹤0.01%
40
2127
$1K ﹤0.01%
50
2128
$1K ﹤0.01%
+116
2129
$1K ﹤0.01%
6
2130
$1K ﹤0.01%
9
-7
2131
$1K ﹤0.01%
40
2132
$1K ﹤0.01%
3,175
2133
$1K ﹤0.01%
28
2134
$1K ﹤0.01%
+5,050
2135
$1K ﹤0.01%
117
-4
2136
$1K ﹤0.01%
+2,500
2137
$1K ﹤0.01%
+5,050
2138
$1K ﹤0.01%
+2,950
2139
$1K ﹤0.01%
2,000
2140
$1K ﹤0.01%
+1,673
2141
$1K ﹤0.01%
+2,500
2142
$1K ﹤0.01%
+5,000
2143
$1K ﹤0.01%
+6,000
2144
$1K ﹤0.01%
+5,000
2145
$1K ﹤0.01%
+2,500
2146
$1K ﹤0.01%
5,450
2147
$1K ﹤0.01%
+3,750
2148
$1K ﹤0.01%
+3,100
2149
$1K ﹤0.01%
+3,250
2150
$1K ﹤0.01%
+2,500