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
626
$282K 0.01%
10,585
627
$282K 0.01%
1,571
-1,145
628
$281K 0.01%
6,203
629
$279K 0.01%
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630
$279K 0.01%
28,428
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631
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12,700
632
$277K 0.01%
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633
$274K 0.01%
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634
$273K 0.01%
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635
$273K 0.01%
10,424
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636
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18,870
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638
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645
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$264K 0.01%
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645
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25,700
648
$256K 0.01%
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649
$254K 0.01%
2,498
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650
$254K 0.01%
26,399
24 25
26
27 28