AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
+$192M
2
+$50.3M
3
+$38.7M
4
SPTN
SpartanNash
SPTN
+$19.8M
5
OI icon
O-I Glass
OI
+$14.9M

Top Sells

1
+$113M
2
+$28.1M
3
+$13.5M
4
CVX icon
Chevron
CVX
+$12.6M
5
VG
Vonage Holdings Corporation
VG
+$12.3M

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%
3,079
+1,100
2202
$1K ﹤0.01%
5,000
2203
$1K ﹤0.01%
+1,666
2204
$1K ﹤0.01%
2,000
2205
$1K ﹤0.01%
250
2206
$1K ﹤0.01%
+100
2207
$1K ﹤0.01%
+6,666
2208
$1K ﹤0.01%
3,000
2209
$1K ﹤0.01%
126
2210
$1K ﹤0.01%
+2,500
2211
$1K ﹤0.01%
+5,950
2212
$1K ﹤0.01%
4,125
2213
$1K ﹤0.01%
3,455
+675
2214
$1K ﹤0.01%
2,818
+2,018
2215
$1K ﹤0.01%
3,466
2216
$1K ﹤0.01%
2,932
2217
$1K ﹤0.01%
1,965
+65
2218
$1K ﹤0.01%
4,400
+4,200
2219
$1K ﹤0.01%
3,100
2220
$1K ﹤0.01%
3,066
2221
$1K ﹤0.01%
+87
2222
$1K ﹤0.01%
+6,300
2223
$1K ﹤0.01%
400
2224
$1K ﹤0.01%
+100
2225
– –
-124
87 88
89
90 91