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
$4.09B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,920
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$54.1M
3
+$41.9M
4
SPTN
SpartanNash
SPTN
+$17M
5
OI icon
O-I Glass
OI
+$14.7M

Top Sells

1
+$106M
2
+$26.1M
3
+$14.6M
4
VG
Vonage Holdings Corporation
VG
+$12.4M
5
CVX icon
Chevron
CVX
+$11.1M

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
2301
– –
-9,827
2302
– –
-3,356
2303
– –
-3,600
2304
– –
-10,000
2305
– –
-12,388
2306
– –
-200
2307
– –
-12,410
2308
– –
-5,000
2309
– –
-5,000
2310
– –
-4,500
2311
$0 ﹤0.01%
+132
2312
– –
-400
2313
– –
-10,100
2314
– –
-3,200
2315
– –
-35,157
2316
$0 ﹤0.01%
+2,700
2317
$0 ﹤0.01%
+50
2318
$0 ﹤0.01%
+119
2319
– –
-500
2320
$0 ﹤0.01%
+300
2321
$0 ﹤0.01%
+335
2322
– –
-15,178
2323
$0 ﹤0.01%
1,000
2324
– –
-5,000
2325
$0 ﹤0.01%
+47
91 92
93
94 95