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
776
$158K ﹤0.01%
6,829
777
$157K ﹤0.01%
5,066
-3,649
778
$156K ﹤0.01%
991
+124
779
$156K ﹤0.01%
+1,755
780
$156K ﹤0.01%
15,806
781
$156K ﹤0.01%
15,800
782
$155K ﹤0.01%
6,937
783
$155K ﹤0.01%
15,865
-2,200
784
$154K ﹤0.01%
15,437
785
$154K ﹤0.01%
1,430
786
$152K ﹤0.01%
5,597
+184
787
$152K ﹤0.01%
+74,945
788
$152K ﹤0.01%
15,200
789
$151K ﹤0.01%
2,009
+1,249
790
$151K ﹤0.01%
519
791
$151K ﹤0.01%
15,178
792
$151K ﹤0.01%
15,000
793
$149K ﹤0.01%
8,754
794
$149K ﹤0.01%
15,200
795
$148K ﹤0.01%
15,000
796
$147K ﹤0.01%
4,300
797
$147K ﹤0.01%
15,000
798
$147K ﹤0.01%
15,000
799
$146K ﹤0.01%
14,600
800
$146K ﹤0.01%
15,100
30 31
32
33 34