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
276
$1.63M 0.05%
19,582
-15,225
277
$1.62M 0.05%
96,360
278
$1.61M 0.05%
164,044
-70
279
$1.59M 0.05%
22,742
-17,869
280
$1.59M 0.05%
13,930
+1,358
281
$1.56M 0.04%
44,539
-21,580
282
$1.55M 0.04%
8,965
283
$1.5M 0.04%
30,910
-24
284
$1.49M 0.04%
151,669
285
$1.47M 0.04%
7,283
-27
286
$1.47M 0.04%
18,360
+433
287
$1.45M 0.04%
39,263
+6,830
288
$1.43M 0.04%
174,626
-12,480
289
$1.43M 0.04%
62,887
+390
290
$1.43M 0.04%
14,389
-1,167
291
$1.42M 0.04%
6,796
+86
292
$1.42M 0.04%
21,952
-367
293
$1.41M 0.04%
4,587
294
$1.4M 0.04%
162,993
295
$1.39M 0.04%
16,902
-2,421
296
$1.39M 0.04%
59,211
+46,705
297
$1.39M 0.04%
108,237
-600
298
$1.39M 0.04%
21,794
+428
299
$1.36M 0.04%
10,078
-338
300
$1.36M 0.04%
22,251
+6,676
10 11
12
13 14