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
2176
– –
-529
2177
$0 ﹤0.01%
2,500
2178
– –
-12,000
2179
– –
-10,000
2180
– –
-12,000
2181
$0 ﹤0.01%
1,300
2182
$0 ﹤0.01%
6,500
2183
– –
-15,951
2184
$0 ﹤0.01%
4,563
2185
$0 ﹤0.01%
666
2186
– –
-10,000
2187
– –
-10
2188
– –
-10,000
2189
$0 ﹤0.01%
2,500
2190
$0 ﹤0.01%
9,950
2191
– –
-10,100
2192
$0 ﹤0.01%
5,050
2193
– –
-21,700
2194
$0 ﹤0.01%
4,550
2195
– –
-7,900
2196
– –
-19,800
2197
$0 ﹤0.01%
3,750
2198
$0 ﹤0.01%
13
2199
$0 ﹤0.01%
3,100
2200
– –
-6,200
86 87
88
89 90