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
376
$860K 0.02%
87,634
377
$851K 0.02%
16,398
-5,657
378
$846K 0.02%
103,240
379
$843K 0.02%
787,487
-157,936
380
$841K 0.02%
71,183
+44,799
381
$832K 0.02%
8,672
+6
382
$831K 0.02%
92,360
383
$831K 0.02%
41,740
+38,373
384
$828K 0.02%
157,419
-135,176
385
$814K 0.02%
21,250
-5,280
386
$812K 0.02%
55,794
-300,871
387
$810K 0.02%
156,175
388
$808K 0.02%
21,515
-461
389
$804K 0.02%
36,729
390
$803K 0.02%
82,131
+2,000
391
$802K 0.02%
4,610
-106
392
$800K 0.02%
11,014
393
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54,173
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394
$792K 0.02%
4,557
395
$790K 0.02%
9,617
396
$789K 0.02%
33,006
+6,694
397
$787K 0.02%
345,150
+70,738
398
$781K 0.02%
3,317
+8
399
$779K 0.02%
14,379
+222
400
$773K 0.02%
281,202
+169,740
14 15
16
17 18