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
426
$703K 0.02%
139,342
-38,592
427
$687K 0.02%
70,192
428
$682K 0.02%
9,567
+360
429
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430
$677K 0.02%
3,784
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431
$676K 0.02%
21,923
432
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5,968
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433
$672K 0.02%
110,787
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434
$670K 0.02%
21,276
-78
435
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34,777
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436
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3,624
-56
437
$647K 0.02%
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438
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439
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49,916
-146,955
440
$643K 0.02%
8,212
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441
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442
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443
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2,144
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444
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52,821
445
$632K 0.02%
43,596
-76
446
$627K 0.02%
63,814
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447
$623K 0.02%
63,480
448
$611K 0.02%
25,813
+14,652
449
$610K 0.02%
407,160
450
$605K 0.02%
+34,090
16 17
18
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