AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
2351
– –
-180
2352
$0 ﹤0.01%
6
2353
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-400
2354
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-6,133
2355
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-21
2356
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-5,000
2357
– –
0
2358
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-17
2359
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-1,000
2360
– –
-1,479
2361
– –
-1,500
2362
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-3
2363
$0 ﹤0.01%
11
2364
– –
-25,330
2365
– –
-2,115
2366
– –
-128
2367
– –
-1,258
2368
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-374
2369
– –
-1,828
2370
– –
-22
2371
$0 ﹤0.01%
3
91 92 93 94
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