AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 12.48%
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
– –
-600
2402
$0 ﹤0.01%
500
2403
– –
-100
2404
$0 ﹤0.01%
+32
2405
– –
-200
2406
$0 ﹤0.01%
+1,550
2407
– –
-3,100
2408
– –
-100
2409
$0 ﹤0.01%
+19
2410
– –
-1,510
2411
$0 ﹤0.01%
+100
2412
– –
-1,100
2413
$0 ﹤0.01%
+200
2414
– –
-600
2415
$0 ﹤0.01%
1,600
2416
– –
-10,000
2417
– –
-20,000
2418
– –
-5,200
2419
– –
-400
2420
– –
-6,000
2421
$0 ﹤0.01%
1,666
2422
– –
-3,366
2423
$0 ﹤0.01%
468
2424
– –
-1,404
2425
– –
-100
95 96
97
98 99