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
826
$131K ﹤0.01%
852
-25
827
$131K ﹤0.01%
653
828
$131K ﹤0.01%
1,700
829
$130K ﹤0.01%
13,250
+850
830
$130K ﹤0.01%
13,287
831
$129K ﹤0.01%
593
+6
832
$129K ﹤0.01%
1,006
833
$129K ﹤0.01%
11,530
-110
834
$129K ﹤0.01%
458
+83
835
$129K ﹤0.01%
12,900
836
$128K ﹤0.01%
6,353
-24,140
837
$128K ﹤0.01%
13,000
+3,000
838
$128K ﹤0.01%
13,003
839
$127K ﹤0.01%
+9,164
840
$127K ﹤0.01%
2,642
-100
841
$127K ﹤0.01%
14,025
-1,915
842
$126K ﹤0.01%
1,904
+156
843
$126K ﹤0.01%
4,769
844
$126K ﹤0.01%
1,344
+47
845
$126K ﹤0.01%
12,800
846
$124K ﹤0.01%
12,410
847
$124K ﹤0.01%
2,016
848
$124K ﹤0.01%
1,773
-380
849
$123K ﹤0.01%
14,109
850
$123K ﹤0.01%
1,566
+18
32 33
34
35 36