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
476
$524K 0.01%
20,050
-200
477
$521K 0.01%
6,732
478
$520K 0.01%
+6,150
479
$518K 0.01%
2,034
480
$512K 0.01%
80,728
481
$511K 0.01%
6,041
+71
482
$507K 0.01%
8,117
-583
483
$506K 0.01%
19,966
484
$505K 0.01%
11,103
485
$501K 0.01%
5,113
486
$501K 0.01%
51,100
487
$500K 0.01%
27,766
488
$497K 0.01%
11,950
+2,250
489
$496K 0.01%
3,253
490
$496K 0.01%
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491
$495K 0.01%
50,618
492
$494K 0.01%
17,300
+200
493
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494
$490K 0.01%
50,000
495
$489K 0.01%
35,265
+1,500
496
$489K 0.01%
10,668
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497
$486K 0.01%
154,900
498
$478K 0.01%
16,865
+55
499
$478K 0.01%
48,063
500
$477K 0.01%
2,377
+3
18 19
20
21 22