AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
751
$175K 0.01%
3,200
-1,840
752
$174K 0.01%
1,354
753
$173K ﹤0.01%
1,474
+142
754
$173K ﹤0.01%
1,335
755
$173K ﹤0.01%
7,382
756
$173K ﹤0.01%
17,200
757
$173K ﹤0.01%
17,617
758
$170K ﹤0.01%
17,300
759
$169K ﹤0.01%
17,278
760
$169K ﹤0.01%
25,590
761
$169K ﹤0.01%
17,211
762
$168K ﹤0.01%
815
+7
763
$167K ﹤0.01%
2,827
+189
764
$167K ﹤0.01%
1,178
765
$165K ﹤0.01%
4,492
+548
766
$165K ﹤0.01%
4,033
767
$164K ﹤0.01%
233
768
$163K ﹤0.01%
2,051
769
$162K ﹤0.01%
16,261
-6,417
770
$161K ﹤0.01%
814
771
$160K ﹤0.01%
2,649
-2,574
772
$160K ﹤0.01%
12,227
-765
773
$159K ﹤0.01%
2,294
+1,563
774
$159K ﹤0.01%
3,000
775
$159K ﹤0.01%
15,951
29 30
31
32 33