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
576
$336K 0.01%
644,081
+38,564
577
$335K 0.01%
34,900
578
$334K 0.01%
34,077
-12,700
579
$334K 0.01%
4,121
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580
$332K 0.01%
4,341
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581
$331K 0.01%
34,000
582
$327K 0.01%
24,250
583
$326K 0.01%
3,067
-185
584
$325K 0.01%
+3,000
585
$322K 0.01%
5,073
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586
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656
587
$321K 0.01%
32,801
588
$321K 0.01%
32,816
589
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32,000
590
$319K 0.01%
32,500
591
$314K 0.01%
32,089
592
$313K 0.01%
5,057
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593
$313K 0.01%
497,000
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594
$312K 0.01%
45,112
595
$311K 0.01%
15,317
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596
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5,616
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597
$310K 0.01%
22,662
598
$309K 0.01%
5,074
599
$308K 0.01%
12,734
600
$307K 0.01%
1,588
22 23
24
25 26