AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
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 12.35%
3 Financials 11.29%
4 Consumer Discretionary 10.98%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$0 ﹤0.01%
4,948
2302
$0 ﹤0.01%
50,000
2303
$0 ﹤0.01%
250
2304
-1,060
2305
-1,200
2306
-4,400
2307
-5,000
2308
-12,000
2309
-10,000
2310
-30,000
2311
-2,210
2312
-2,700
2313
-934
2314
-19,900
2315
-10,100
2316
-19,800
2317
-20,000
2318
-5,000
2319
-3,000
2320
-10,000
2321
-32,000
2322
-1,600
2323
-12,200
2324
-4,500
2325
-8,600