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
$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
$0 ﹤0.01%
687
+287
2427
$0 ﹤0.01%
+200
2428
$0 ﹤0.01%
28
2429
-1,500
2430
-3,300
2431
-4,005
2432
$0 ﹤0.01%
+1,000
2433
-2,778
2434
-2,800
2435
-7,350
2436
-127,325
2437
-400
2438
-42,537
2439
-38,469
2440
-6,314
2441
-32,000
2442
-223
2443
-6,200
2444
-34,000
2445
-7,050
2446
-33,000
2447
-8,532
2448
-1,777
2449
-34
2450
-523