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
2276
$0 ﹤0.01%
+123
2277
– –
-39
2278
$0 ﹤0.01%
20
2279
– –
-209
2280
– –
-68
2281
– –
-135
2282
– –
-90,210
2283
– –
-600
2284
– –
-343
2285
– –
-1,072
2286
– –
-532
2287
– –
-2,142
2288
– –
-2,382
2289
$0 ﹤0.01%
11
2290
$0 ﹤0.01%
3
2291
– –
-1,520
2292
– –
-445
2293
– –
-111
2294
– –
-33
2295
– –
-9,164
2296
– –
0
2297
– –
-120
2298
– –
-800
2299
– –
-27
2300
– –
0
90 91
92
93 94