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
$4.09B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,920
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$54.1M
3
+$41.9M
4
SPTN
SpartanNash
SPTN
+$17M
5
OI icon
O-I Glass
OI
+$14.7M

Top Sells

1
+$106M
2
+$26.1M
3
+$14.6M
4
VG
Vonage Holdings Corporation
VG
+$12.4M
5
CVX icon
Chevron
CVX
+$11.1M

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
2226
– –
-35,157
2227
$0 ﹤0.01%
+2,700
2228
– –
-500
2229
$0 ﹤0.01%
+300
2230
$0 ﹤0.01%
+335
2231
– –
-15,178
2232
$0 ﹤0.01%
1,000
2233
$0 ﹤0.01%
+47
2234
– –
-3,700
2235
$0 ﹤0.01%
1,250
2236
– –
-1,400
2237
$0 ﹤0.01%
+50
2238
– –
-5,000
2239
– –
-3,366
2240
$0 ﹤0.01%
+180
2241
– –
-3,490
2242
– –
-18,600
2243
– –
-27,816
2244
– –
-200
2245
– –
-2,700
2246
– –
-440
2247
– –
-500
2248
– –
-200
2249
$0 ﹤0.01%
1,075
2250
– –
-1,604
88 89
90
91 92