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
2301
– –
-8,930
2302
– –
0
2303
– –
-18
2304
$0 ﹤0.01%
38
-1
2305
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0
2306
– –
-100
2307
– –
0
2308
$0 ﹤0.01%
5
2309
– –
-250
2310
– –
-130
2311
– –
-13,120
2312
$0 ﹤0.01%
200
2313
– –
-8
2314
– –
-195
2315
$0 ﹤0.01%
58
2316
– –
-150
2317
– –
-280
2318
– –
-20
2319
– –
0
2320
– –
-34
2321
– –
-450
2322
– –
-133,688
2323
– –
-52
2324
$0 ﹤0.01%
6,325
2325
$0 ﹤0.01%
1
91 92
93
94 95