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
$3.17B
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,562
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$31.1M
3
+$12.6M
4
R icon
Ryder
R
+$11.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.48M

Top Sells

1
+$68.1M
2
+$54.4M
3
+$22.9M
4
SPTN
SpartanNash
SPTN
+$10.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$10.8M

Sector Composition

1 Industrials 16.8%
2 Consumer Discretionary 11.89%
3 Technology 11.01%
4 Financials 10.64%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$218M 6.88%
2,264,771
-22,705
2
$120M 3.77%
4,116,835
+82,886
3
$88.8M 2.8%
270,509
-815
4
$86.4M 2.72%
624,897
+6,513
5
$81.7M 2.58%
2,564,725
+877,640
6
$58.7M 1.85%
650,643
-693,656
7
$58M 1.83%
1,157,183
-54,137
8
$55.8M 1.76%
2,217,332
+431,731
9
$54.8M 1.73%
235,480
+5,904
10
$46.8M 1.48%
588,331
+46,138
11
$45.1M 1.42%
89,257
+5,071
12
$44.6M 1.41%
273,298
+3,778
13
$40.9M 1.29%
304,607
+3,164
14
$40.3M 1.27%
280,268
+41,279
15
$37.7M 1.19%
849,720
+16,920
16
$35.2M 1.11%
369,030
+3,982
17
$34.2M 1.08%
3,329,948
+3,304,948
18
$33.1M 1.05%
317,128
+6,909
19
$32.7M 1.03%
436,899
+97,866
20
$31.6M 1%
189,318
+5,878
21
$31.5M 0.99%
114,208
+1,741
22
$30.7M 0.97%
275,082
+16,990
23
$29.3M 0.92%
685,114
-51,935
24
$28.9M 0.91%
80,620
+4,579
25
$27.5M 0.87%
911,117
+2,354
1
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