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
2251
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-15
2252
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2253
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2254
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-300
2255
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-195
2256
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2259
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-2,500
2260
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0
2261
$0 ﹤0.01%
287
2262
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2263
$0 ﹤0.01%
11
2264
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-50
2265
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-541
2266
$0 ﹤0.01%
3,450
2267
$0 ﹤0.01%
50
2268
$0 ﹤0.01%
3
2269
– –
-8,505
2270
$0 ﹤0.01%
16
2271
$0 ﹤0.01%
15
2272
$0 ﹤0.01%
12
-1,000
2273
– –
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2274
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2275
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-45
89 90
91
92 93