AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
-$713K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1 +$5.67M
2 +$4.42M
3 +$3.62M
4
SPTN
SpartanNash
SPTN
+$2.6M
5
CPWR
COMPUWARE CORP
CPWR
+$2.53M

Top Sells

1 +$13.3M
2 +$6.64M
3 +$5.32M
4
WBSN
WEBSENSE INC
WBSN
+$5.04M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.49M

Sector Composition

1 Technology 8.71%
2 Financials 7.69%
3 Consumer Discretionary 7.07%
4 Healthcare 6.8%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$687K 0.12%
271,539
+191,539
202
$686K 0.12%
11,000
+500
203
$681K 0.12%
41,424
204
$680K 0.12%
32,900
+10,700
205
$679K 0.12%
12,316
+450
206
$675K 0.12%
9,600
207
$667K 0.11%
35,000
208
$662K 0.11%
21,229
+1,105
209
$648K 0.11%
9,619
+100
210
$648K 0.11%
174,608
+32,929
211
$640K 0.11%
72,500
212
$639K 0.11%
88,971
+2,500
213
$636K 0.11%
41,595
-16,348
214
$634K 0.11%
20,746
+1,550
215
$632K 0.11%
26,000
-4,500
216
$627K 0.11%
21,437
-1,293
217
$623K 0.11%
50,219
+1,500
218
$618K 0.11%
36,000
219
$617K 0.11%
10,387
+5,082
220
$605K 0.1%
18,282
+4,500
221
$604K 0.1%
4,968
+300
222
$590K 0.1%
27,061
+40
223
$589K 0.1%
105,500
+22,500
224
$589K 0.1%
37,200
225
$587K 0.1%
+33,000