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
2326
– –
-21
2327
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2328
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2329
$0 ﹤0.01%
6
2330
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-400
2331
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-6,133
2332
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-21
2333
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-5,000
2334
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0
2335
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-17
2336
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-1,000
2337
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2338
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2339
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-3
2340
$0 ﹤0.01%
11
2341
– –
-25,330
2342
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-2,115
2343
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-128
2344
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-1,258
2345
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-374
2346
– –
-1,828
2347
– –
-22
2348
$0 ﹤0.01%
3
2349
$0 ﹤0.01%
2
2350
$0 ﹤0.01%
17
91 92 93
94
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