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
$3.17B
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,562
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$31.1M
3
+$12.6M
4
R icon
Ryder
R
+$11.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.48M

Top Sells

1
+$68.1M
2
+$54.4M
3
+$22.9M
4
SPTN
SpartanNash
SPTN
+$10.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$10.8M

Sector Composition

1 Industrials 16.8%
2 Consumer Discretionary 11.89%
3 Technology 11.01%
4 Financials 10.64%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2226
$0 ﹤0.01%
2,000
2227
$0 ﹤0.01%
87
2228
$0 ﹤0.01%
3,200
2229
$0 ﹤0.01%
359
2230
– –
-11,700
2231
$0 ﹤0.01%
1,250
2232
$0 ﹤0.01%
3,198
2233
$0 ﹤0.01%
100
2234
$0 ﹤0.01%
188
2235
$0 ﹤0.01%
2,500
2236
$0 ﹤0.01%
2,500
2237
– –
-5,000
2238
– –
0
2239
$0 ﹤0.01%
1,006
2240
$0 ﹤0.01%
15,000
2241
– –
-14,600
2242
$0 ﹤0.01%
2,800
2243
$0 ﹤0.01%
2,000
2244
– –
-20,000
2245
– –
0
2246
$0 ﹤0.01%
666
2247
$0 ﹤0.01%
14,839
2248
$0 ﹤0.01%
1,500
2249
$0 ﹤0.01%
+10
2250
$0 ﹤0.01%
2
88 89
90
91 92