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
$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 12.35%
3 Financials 11.29%
4 Consumer Discretionary 10.98%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.22M 0.08%
11,193
+8,660
202
$3.2M 0.08%
502,746
-514,324
203
$3.2M 0.08%
37,974
-2,118
204
$3.19M 0.08%
34,807
+6,395
205
$3.14M 0.08%
52,360
+52,150
206
$3.09M 0.08%
46,582
-77,742
207
$3.09M 0.08%
+35,510
208
$3.03M 0.07%
196,871
-85,324
209
$3.02M 0.07%
38,662
-1,197
210
$3.01M 0.07%
38,771
-187
211
$3M 0.07%
60,373
-206
212
$2.96M 0.07%
56,697
-764
213
$2.94M 0.07%
10,348
-110
214
$2.9M 0.07%
88,007
+51,399
215
$2.89M 0.07%
23,457
-12,171
216
$2.87M 0.07%
439,894
-351,920
217
$2.87M 0.07%
47,283
-24
218
$2.86M 0.07%
115,570
+1,240
219
$2.83M 0.07%
283,877
+71,711
220
$2.82M 0.07%
18,907
-1,860
221
$2.82M 0.07%
101,717
-111
222
$2.81M 0.07%
9,864
-688
223
$2.79M 0.07%
21,386
+2,275
224
$2.78M 0.07%
10,728
+85
225
$2.77M 0.07%
52,146
-839
7 8
9
10 11