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
$583M
AUM Growth
-$713K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$4.42M
3
+$3.62M
4
SPTN
SpartanNash
SPTN
+$2.6M
5
CPWR
COMPUWARE CORP
CPWR
+$2.53M

Top Sells

1
+$13.3M
2
+$6.64M
3
+$5.32M
4
WBSN
WEBSENSE INC
WBSN
+$5.04M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.49M

Sector Composition

1 Technology 8.71%
2 Financials 7.69%
3 Consumer Discretionary 7.07%
4 Healthcare 6.8%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 2.61%
379,450
2
$14.8M 2.54%
304,023
3
$13.2M 2.26%
85,451
-1,872
4
$12.6M 2.17%
134,217
+3,700
5
$12.6M 2.16%
219,417
6
$11.4M 1.96%
172,375
+5,087
7
$11.2M 1.92%
168,996
+14,671
8
$8.99M 1.54%
887,819
-10,575
9
$8.87M 1.52%
587,675
+1,500
10
$8.38M 1.44%
353,448
-4,005
11
$7.69M 1.32%
181,730
-2,378
12
$7.41M 1.27%
106,394
+1
13
$7.19M 1.23%
60,253
14
$6.99M 1.2%
533,563
+432,463
15
$6.97M 1.2%
582,141
-1,113,868
16
$6.85M 1.18%
88,793
17
$6.75M 1.16%
70,948
18
$6.15M 1.06%
743,657
-4,705
19
$5.63M 0.97%
70,027
-3,820
20
$5.63M 0.97%
520,427
-41,400
21
$5.32M 0.91%
217,100
+53,084
22
$5.09M 0.87%
186,625
-21,983
23
$5.02M 0.86%
106,537
24
$4.97M 0.85%
149,424
-5,850
25
$4.88M 0.84%
38,078
-3,600
1
2 3 4 5