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
2426
-1,060
2427
-1,200
2428
-4,400
2429
-5,000
2430
-12,000
2431
-10,000
2432
-30,000
2433
-2,210
2434
-2,700
2435
-934
2436
-19,900
2437
-10,100
2438
-19,800
2439
-20,000
2440
-5,000
2441
-3,000
2442
-10,000
2443
-32,000
2444
-1,600
2445
-12,200
2446
-4,500
2447
-8,600
2448
-24,000
2449
-12,000
2450
-25,257