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
326
$1.16M 0.03%
14,517
+349
327
$1.16M 0.03%
9,856
-11,530
328
$1.15M 0.03%
9,064
+180
329
$1.13M 0.03%
695,380
+502,140
330
$1.13M 0.03%
39,855
331
$1.08M 0.03%
30,438
-18,652
332
$1.08M 0.03%
9,118
+37
333
$1.07M 0.03%
14,313
+252
334
$1.06M 0.03%
9,919
+1,266
335
$1.06M 0.03%
4,719
+1,320
336
$1.04M 0.03%
43,252
-19,960
337
$1.04M 0.03%
115,667
-700
338
$1.03M 0.03%
76,668
+45,068
339
$1.02M 0.03%
36,650
-11,440
340
$1.02M 0.03%
16,519
+1,577
341
$1.02M 0.03%
142,200
+25,660
342
$1.02M 0.03%
52,899
343
$1.02M 0.03%
12,338
+9,215
344
$1.01M 0.03%
52,551
+22,900
345
$1M 0.03%
55,963
-19,624
346
$1M 0.03%
53,248
-19,226
347
$1M 0.03%
94,223
348
$999K 0.03%
102,500
349
$996K 0.03%
5,005
350
$993K 0.03%
71,965
-150,212
12 13
14
15 16