AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
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
2226
$1K ﹤0.01%
+100
2227
$1K ﹤0.01%
3,079
+1,100
2228
– –
-5,343
2229
$0 ﹤0.01%
8
2230
– –
-606
2231
$0 ﹤0.01%
+79
2232
$0 ﹤0.01%
+180
2233
– –
-900
2234
$0 ﹤0.01%
+50
2235
– –
-100
2236
– –
-11,000
2237
– –
-2,000
2238
– –
-3,490
2239
– –
-15,000
2240
– –
-700
2241
$0 ﹤0.01%
+600
2242
– –
-3,000
2243
– –
-1,240
2244
– –
-400
2245
$0 ﹤0.01%
+21
2246
– –
-111
2247
– –
-1,655
2248
– –
-11,000
2249
– –
-100
2250
– –
-27,816
88 89
90
91 92