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
876
$114K ﹤0.01%
11,692
+5,000
877
$114K ﹤0.01%
1,002
+83
878
$113K ﹤0.01%
3,489
-5,599
879
$111K ﹤0.01%
1,258
+3
880
$111K ﹤0.01%
11,130
881
$111K ﹤0.01%
3,285
882
$110K ﹤0.01%
1,284
883
$109K ﹤0.01%
5,512
-107
884
$109K ﹤0.01%
1,472
+1,162
885
$109K ﹤0.01%
10,900
886
$109K ﹤0.01%
3,261
-300
887
$109K ﹤0.01%
2,300
888
$108K ﹤0.01%
500
889
$107K ﹤0.01%
10,900
890
$107K ﹤0.01%
11,000
891
$106K ﹤0.01%
1,479
892
$105K ﹤0.01%
1,930
-1,036
893
$105K ﹤0.01%
5,574
894
$105K ﹤0.01%
2,261
895
$105K ﹤0.01%
33,309
896
$105K ﹤0.01%
1,098
+882
897
$104K ﹤0.01%
9,638
898
$104K ﹤0.01%
479
+4
899
$104K ﹤0.01%
1,629
900
$103K ﹤0.01%
8,505
34 35
36
37 38