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
2251
– –
-200
2252
– –
-2,700
2253
– –
-13,319
2254
$0 ﹤0.01%
+825
2255
$0 ﹤0.01%
687
+287
2256
– –
-440
2257
– –
-500
2258
– –
-200
2259
$0 ﹤0.01%
1,075
2260
$0 ﹤0.01%
+200
2261
$0 ﹤0.01%
28
2262
– –
-1,500
2263
$0 ﹤0.01%
+250
2264
$0 ﹤0.01%
+39
2265
– –
-3,300
2266
– –
-4,005
2267
$0 ﹤0.01%
+1,000
2268
– –
-2,778
2269
– –
-2,800
2270
– –
-6,093
2271
– –
-7,350
2272
– –
-127,325
2273
– –
-400
2274
– –
-42,537
2275
– –
-38,469
89 90
91
92 93