AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 12.48%
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
2326
– –
-23,000
2327
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-1,000
2328
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-1,000
2329
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-109
2330
$0 ﹤0.01%
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2331
$0 ﹤0.01%
1,000
2332
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-1,850
2333
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-1,000
2334
– –
-1,013
2335
$0 ﹤0.01%
+1,400
2336
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-2,800
2337
$0 ﹤0.01%
232
2338
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-406
2339
– –
-1,723
2340
– –
-40,000
2341
$0 ﹤0.01%
+1,350
2342
– –
-15,100
2343
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-11,000
2344
$0 ﹤0.01%
+266
2345
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-800
2346
$0 ﹤0.01%
+250
2347
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-1,000
2348
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-500
2349
– –
-61,050
2350
$0 ﹤0.01%
+100
92 93
94
95 96