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
451
$599K 0.02%
61,050
452
$598K 0.02%
1,552
+5
453
$594K 0.02%
24,713
454
$592K 0.02%
11,950
+953
455
$591K 0.02%
31,970
-10,000
456
$589K 0.02%
137,181
+52,901
457
$589K 0.02%
108,003
+31,790
458
$587K 0.02%
483
+48
459
$586K 0.02%
26,232
-52,730
460
$584K 0.02%
59,519
461
$577K 0.02%
32,280
462
$571K 0.02%
53,428
+27,262
463
$569K 0.02%
57,913
464
$568K 0.02%
106,403
465
$568K 0.02%
10,249
-10,989
466
$566K 0.02%
58,600
467
$555K 0.02%
19,164
-4,669
468
$553K 0.02%
10,280
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469
$551K 0.02%
5,018
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470
$550K 0.02%
56,000
471
$549K 0.02%
112,148
+28,100
472
$548K 0.02%
7,839
+10
473
$545K 0.02%
21,490
474
$539K 0.02%
21,552
475
$532K 0.02%
115,480
+213
17 18
19
20 21