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
2151
$0 ﹤0.01%
4,563
2152
$0 ﹤0.01%
666
2153
– –
-10,000
2154
– –
-10
2155
– –
-10,000
2156
$0 ﹤0.01%
2,500
2157
$0 ﹤0.01%
9,950
2158
– –
-10,100
2159
$0 ﹤0.01%
5,050
2160
– –
-21,700
2161
$0 ﹤0.01%
4,550
2162
– –
-7,900
2163
– –
-19,800
2164
$0 ﹤0.01%
3,750
2165
$0 ﹤0.01%
13
2166
$0 ﹤0.01%
3,100
2167
– –
-6,200
2168
– –
-50,000
2169
– –
-333
2170
$0 ﹤0.01%
3,350
2171
$0 ﹤0.01%
4,000
2172
$0 ﹤0.01%
2,500
2173
$0 ﹤0.01%
2,664
2174
$0 ﹤0.01%
1,219
2175
– –
-10,000
85 86
87
88 89