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
$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 12.35%
3 Financials 11.29%
4 Consumer Discretionary 10.98%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$250M 6.06%
2,317,476
+1,785,470
2
$132M 3.2%
1,346,091
-138,263
3
$124M 3.01%
4,004,389
+81,776
4
$109M 2.64%
622,299
-18,286
5
$106M 2.58%
256,324
-23,278
6
$99.3M 2.41%
1,641,647
-1,874,227
7
$72.5M 1.76%
234,995
-6,775
8
$63.8M 1.55%
400,972
-97
9
$61M 1.48%
1,214,144
-1,301
10
$57.6M 1.4%
1,506,185
+1,315,312
11
$52.9M 1.29%
524,496
+17,583
12
$49.5M 1.2%
305,043
-16,111
13
$47.1M 1.14%
265,643
-7,294
14
$46.5M 1.13%
737,920
+5,540
15
$42.3M 1.03%
82,921
-4,568
16
$41.2M 1%
302,554
-628
17
$39.6M 0.96%
242,905
-77,363
18
$39.4M 0.96%
740,633
-335
19
$38.7M 0.94%
+887,271
20
$37.1M 0.9%
901,030
-56,865
21
$37.1M 0.9%
366,077
-31,805
22
$35.3M 0.86%
181,204
-2,227
23
$33.5M 0.81%
111,784
-3,434
24
$32M 0.78%
128,594
-4,356
25
$31.9M 0.78%
90,518
-1,083
1
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