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
$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
$0 ﹤0.01%
500
2227
-100
2228
-3,100
2229
-100
2230
-3,366
2231
$0 ﹤0.01%
+180
2232
-3,490
2233
-15,000
2234
-700
2235
-18,600
2236
-27,816
2237
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2238
-2,700
2239
-440
2240
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2241
-200
2242
$0 ﹤0.01%
1,075
2243
-6,314
2244
-1,604
2245
-3,409
2246
-1,850
2247
-124
2248
-32,170
2249
-61
2250
-77