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
2401
– –
-42,537
2402
– –
-38,469
2403
– –
-32,000
2404
– –
-223
2405
– –
-6,200
2406
– –
-34,000
2407
– –
-7,050
2408
– –
-33,000
2409
– –
-8,532
2410
– –
-1,777
2411
– –
-34
2412
– –
-523
2413
– –
-30,000
2414
– –
-1,760
2415
– –
-50
2416
$0 ﹤0.01%
500
2417
$0 ﹤0.01%
35,100
2418
$0 ﹤0.01%
5,450
2419
$0 ﹤0.01%
2,544,675
2420
$0 ﹤0.01%
1,248,000
2421
$0 ﹤0.01%
640
2422
– –
-577
2423
$0 ﹤0.01%
4,948
2424
$0 ﹤0.01%
50,000
2425
$0 ﹤0.01%
250
95 96
97
98 99