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
901
$103K ﹤0.01%
418
+51
902
$103K ﹤0.01%
613
903
$103K ﹤0.01%
970
904
$102K ﹤0.01%
2,153
+269
905
$102K ﹤0.01%
2,857
906
$102K ﹤0.01%
5
907
$102K ﹤0.01%
10,100
908
$102K ﹤0.01%
10,100
909
$102K ﹤0.01%
10,403
910
$101K ﹤0.01%
6,000
911
$101K ﹤0.01%
10,098
912
$100K ﹤0.01%
1,780
913
$100K ﹤0.01%
10,000
914
$100K ﹤0.01%
9,996
-4
915
$100K ﹤0.01%
10,000
916
$100K ﹤0.01%
10,000
917
$99K ﹤0.01%
1,750
-775
918
$99K ﹤0.01%
886
919
$99K ﹤0.01%
10,000
920
$99K ﹤0.01%
10,000
921
$99K ﹤0.01%
618,115
922
$99K ﹤0.01%
10,000
923
$98K ﹤0.01%
1,050
924
$98K ﹤0.01%
5,500
925
$97K ﹤0.01%
+500
35 36
37
38 39