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
2351
-100
2352
-11,900
2353
$0 ﹤0.01%
+350
2354
-500
2355
$0 ﹤0.01%
1,476
+500
2356
-1,307
2357
$0 ﹤0.01%
+154
2358
-464
2359
-3,378
2360
-10,095
2361
$0 ﹤0.01%
750
2362
-300
2363
$0 ﹤0.01%
+66
2364
-200
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2366
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2367
-6,700
2368
-15,100
2369
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2370
$0 ﹤0.01%
8
2371
$0 ﹤0.01%
32
2372
-606
2373
$0 ﹤0.01%
+79
2374
-900
2375
$0 ﹤0.01%
+50