AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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 12.35%
3 Financials 11.29%
4 Consumer Discretionary 10.98%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2376
– –
-2,000
2377
$0 ﹤0.01%
+666
2378
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-21,789
2379
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-500
2380
$0 ﹤0.01%
+250
2381
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-15,800
2382
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-5,000
2383
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-15,178
2384
$0 ﹤0.01%
1,000
2385
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2386
$0 ﹤0.01%
+47
2387
– –
-15,000
2388
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-5,000
2389
– –
-1,068
2390
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-20,100
2391
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-3,862
2392
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-4,559
2393
$0 ﹤0.01%
18
2394
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2395
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-500
2396
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-3,700
2397
$0 ﹤0.01%
1,250
2398
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-1,400
2399
$0 ﹤0.01%
1,200
2400
– –
-5,000
94 95
96
97 98