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
$4.09B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,920
New
Increased
Reduced
Closed

Top Buys

1 +$181M
2 +$54.1M
3 +$41.9M
4
SPTN
SpartanNash
SPTN
+$17M
5
OI icon
O-I Glass
OI
+$14.7M

Top Sells

1 +$106M
2 +$26.1M
3 +$14.6M
4
VG
Vonage Holdings Corporation
VG
+$12.4M
5
CVX icon
Chevron
CVX
+$11.1M

Sector Composition

1 Industrials 16.04%
2 Technology 12.48%
3 Financials 11.3%
4 Consumer Discretionary 10.98%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$1K ﹤0.01%
250
2202
$1K ﹤0.01%
+100
2203
$1K ﹤0.01%
+6,666
2204
$1K ﹤0.01%
3,000
2205
$1K ﹤0.01%
3,800
2206
$1K ﹤0.01%
126
2207
$1K ﹤0.01%
2,818
+2,018
2208
$1K ﹤0.01%
3,466
2209
$1K ﹤0.01%
2,932
2210
$1K ﹤0.01%
1,965
+65
2211
$1K ﹤0.01%
4,400
+4,200
2212
$1K ﹤0.01%
3,100
2213
$1K ﹤0.01%
3,066
2214
$1K ﹤0.01%
+87
2215
$1K ﹤0.01%
+6,300
2216
$1K ﹤0.01%
400
2217
$1K ﹤0.01%
+100
2218
$1K ﹤0.01%
3,366
2219
$1K ﹤0.01%
1,398
+139
2220
$1K ﹤0.01%
+111
2221
$1K ﹤0.01%
2,147
2222
$1K ﹤0.01%
5,298
+166
2223
$1K ﹤0.01%
+1,116
2224
$1K ﹤0.01%
+2,200
2225
-3,200