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
2251
-20,900
2252
-3,000
2253
-2,000
2254
-20,000
2255
$0 ﹤0.01%
+250
2256
$0 ﹤0.01%
+39
2257
-5,400
2258
-219
2259
0
2260
0
2261
-5,000
2262
-3,519
2263
$0 ﹤0.01%
+666
2264
-21,789
2265
-500
2266
-38,400
2267
-200
2268
-25,706
2269
-6,093
2270
-6
2271
-3,380
2272
-18
2273
$0 ﹤0.01%
8
2274
-568
2275
-23,540