AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 12.48%
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
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-11,000
2252
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-100
2253
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2254
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-200
2255
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-2,700
2256
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-13,319
2257
$0 ﹤0.01%
+825
2258
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687
+287
2259
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-440
2260
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-500
2261
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-200
2262
$0 ﹤0.01%
1,075
2263
$0 ﹤0.01%
+200
2264
$0 ﹤0.01%
28
2265
– –
-1,500
2266
$0 ﹤0.01%
+1,000
2267
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-2,778
2268
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2269
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-42,537
2270
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-38,469
2271
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2272
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-32,000
2273
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2274
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-6,200
2275
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-34,000
89 90
91
92 93