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
2201
$0 ﹤0.01%
2,250
2202
$0 ﹤0.01%
6,450
2203
– –
-12,900
2204
– –
-29,069
2205
$0 ﹤0.01%
100
2206
$0 ﹤0.01%
4,098
2207
$0 ﹤0.01%
4,300
2208
– –
-4,108
2209
$0 ﹤0.01%
66
2210
$0 ﹤0.01%
5,200
2211
– –
-10,000
2212
$0 ﹤0.01%
132
2213
– –
0
2214
$0 ﹤0.01%
1,000
2215
– –
-12,734
2216
$0 ﹤0.01%
1,600
2217
– –
-5,400
2218
$0 ﹤0.01%
2,700
2219
$0 ﹤0.01%
6,132
2220
– –
-18,098
2221
$0 ﹤0.01%
50
2222
$0 ﹤0.01%
119
2223
$0 ﹤0.01%
4,663
2224
$0 ﹤0.01%
6,540
2225
$0 ﹤0.01%
25
87 88
89
90 91