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
2176
$0 ﹤0.01%
2,500
2177
$0 ﹤0.01%
18,700
2178
$0 ﹤0.01%
1,400
2179
– –
-15,806
2180
$0 ﹤0.01%
308
2181
– –
-25
2182
$0 ﹤0.01%
8,800
2183
$0 ﹤0.01%
2,500
2184
– –
-10,000
2185
$0 ﹤0.01%
5,000
2186
– –
-37,623
2187
$0 ﹤0.01%
1,332
2188
$0 ﹤0.01%
6,194
2189
– –
-6,000
2190
– –
-25,700
2191
$0 ﹤0.01%
5,589
2192
$0 ﹤0.01%
2,652
2193
$0 ﹤0.01%
1,259
2194
– –
-1,000
2195
$0 ﹤0.01%
+1,550
2196
$0 ﹤0.01%
667
2197
– –
-35,000
2198
$0 ﹤0.01%
1,600
2199
– –
-168
2200
$0 ﹤0.01%
36
86 87
88
89 90