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
2201
– –
-50,000
2202
– –
-333
2203
$0 ﹤0.01%
3,350
2204
$0 ﹤0.01%
4,000
2205
$0 ﹤0.01%
2,500
2206
$0 ﹤0.01%
2,664
2207
$0 ﹤0.01%
1,219
2208
– –
-10,000
2209
$0 ﹤0.01%
2,500
2210
$0 ﹤0.01%
18,700
2211
$0 ﹤0.01%
1,400
2212
– –
-15,806
2213
$0 ﹤0.01%
308
2214
– –
-25
2215
$0 ﹤0.01%
8,800
2216
$0 ﹤0.01%
2,500
2217
– –
-10,000
2218
$0 ﹤0.01%
5,000
2219
– –
-37,623
2220
$0 ﹤0.01%
1,332
2221
$0 ﹤0.01%
6,194
2222
– –
-6,000
2223
– –
-25,700
2224
$0 ﹤0.01%
5,589
2225
$0 ﹤0.01%
2,652
87 88
89
90 91