AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
– –
-50,072
2252
$0 ﹤0.01%
1,666
2253
$0 ﹤0.01%
1,666
2254
$0 ﹤0.01%
2,500
2255
– –
-5,000
2256
– –
0
2257
$0 ﹤0.01%
1,000
2258
$0 ﹤0.01%
2,147
2259
$0 ﹤0.01%
1,248,000
2260
$0 ﹤0.01%
640
2261
– –
-230
2262
$0 ﹤0.01%
4,948
2263
$0 ﹤0.01%
50,000
2264
$0 ﹤0.01%
250
2265
$0 ﹤0.01%
142
2266
$0 ﹤0.01%
1,000
2267
– –
-53,248
2268
– –
-73
2269
$0 ﹤0.01%
2
2270
– –
-15
2271
– –
-540
2272
– –
-20,000
2273
– –
-300
2274
– –
-195
2275
– –
-13
89 90
91
92 93