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
951
$90K ﹤0.01%
9,127
952
$90K ﹤0.01%
9,000
953
$90K ﹤0.01%
1,058
+533
954
$89K ﹤0.01%
1,781
-99
955
$88K ﹤0.01%
925
+3
956
$88K ﹤0.01%
2,983
-300
957
$88K ﹤0.01%
1,850
-1,599
958
$88K ﹤0.01%
8,999
-2,900
959
$87K ﹤0.01%
1,055
-1,290
960
$87K ﹤0.01%
997
961
$86K ﹤0.01%
8,800
962
$85K ﹤0.01%
2,142
+51
963
$85K ﹤0.01%
+2,382
964
$85K ﹤0.01%
4,600
965
$85K ﹤0.01%
11
966
$84K ﹤0.01%
4,500
967
$83K ﹤0.01%
1,150
968
$83K ﹤0.01%
6,569
-1,850
969
$83K ﹤0.01%
2,480
-9,986
970
$82K ﹤0.01%
8,400
971
$80K ﹤0.01%
391
972
$80K ﹤0.01%
569
+2
973
$80K ﹤0.01%
1,000
974
$80K ﹤0.01%
19,076
975
$80K ﹤0.01%
+3,825
37 38
39
40 41