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
2126
$0 ﹤0.01%
116
2127
– –
-21,923
2128
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-21
2129
– –
-26
2130
$0 ﹤0.01%
3
-30
2131
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-683
2132
$0 ﹤0.01%
125
2133
– –
-28,703
2134
– –
0
2135
$0 ﹤0.01%
11
+1
2136
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-118
2137
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-68
2138
$0 ﹤0.01%
+8
2139
– –
-5,000
2140
– –
-40
2141
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-71,965
2142
– –
-450
2143
$0 ﹤0.01%
2
2144
– –
0
2145
$0 ﹤0.01%
3,175
2146
– –
0
2147
– –
-9,316
2148
$0 ﹤0.01%
4
2149
– –
-300
2150
– –
-5
84 85
86
87 88