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
$3.51B
AUM Growth
-$582M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,760
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$7.59M
3
+$7.06M
4
ZIMV
ZimVie
ZIMV
+$6.88M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$6.69M

Top Sells

1
+$21.4M
2
+$13.4M
3
+$10.5M
4
DIS icon
Walt Disney
DIS
+$9.41M
5
SPTN
SpartanNash
SPTN
+$7.96M

Sector Composition

1 Industrials 16.99%
2 Technology 10.97%
3 Consumer Discretionary 10.91%
4 Financials 10.77%
5 Healthcare 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-505
2502
– –
-500
2503
$0 ﹤0.01%
125
2504
– –
-300
2505
– –
0
2506
$0 ﹤0.01%
10
2507
– –
-5,865
2508
– –
-100
2509
– –
0
2510
– –
-28
2511
– –
0
2512
$0 ﹤0.01%
6
2513
$0 ﹤0.01%
4
-118
2514
$0 ﹤0.01%
5,050
2515
– –
-12,421
2516
– –
-5,000
2517
– –
-100
2518
$0 ﹤0.01%
2,500
2519
– –
-3
2520
– –
-15,000
2521
– –
-400
2522
$0 ﹤0.01%
4,366
2523
– –
-9,827
2524
$0 ﹤0.01%
3
-2
2525
– –
-2,460
98 99 100
101
102