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
2126
$0 ﹤0.01%
5,050
2127
– –
-10,100
2128
$0 ﹤0.01%
2,950
2129
$0 ﹤0.01%
7,500
2130
– –
-100
2131
$0 ﹤0.01%
5,382
2132
$0 ﹤0.01%
2,200
2133
$0 ﹤0.01%
3
2134
– –
-56,000
2135
$0 ﹤0.01%
4,800
2136
$0 ﹤0.01%
1,038
2137
$0 ﹤0.01%
2,000
2138
$0 ﹤0.01%
3,332
2139
$0 ﹤0.01%
2,500
2140
$0 ﹤0.01%
3,000
2141
$0 ﹤0.01%
200
2142
$0 ﹤0.01%
900
2143
$0 ﹤0.01%
1,673
2144
– –
-529
2145
$0 ﹤0.01%
2,500
2146
– –
-12,000
2147
– –
-10,000
2148
– –
-12,000
2149
$0 ﹤0.01%
6,500
2150
– –
-15,951
84 85
86
87 88