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
1001
$72K ﹤0.01%
600
1002
$71K ﹤0.01%
82
1003
$71K ﹤0.01%
1,170
1004
$71K ﹤0.01%
1,544
-1,819
1005
$71K ﹤0.01%
1,525
-150
1006
$70K ﹤0.01%
491
+32
1007
$69K ﹤0.01%
1,068
+22
1008
$69K ﹤0.01%
950
1009
$69K ﹤0.01%
7,100
1010
$69K ﹤0.01%
7,000
1011
$69K ﹤0.01%
7,000
+2,000
1012
$69K ﹤0.01%
18
1013
$69K ﹤0.01%
7,000
1014
$69K ﹤0.01%
3,700
-248,062
1015
$68K ﹤0.01%
7,000
1016
$68K ﹤0.01%
6,999
1017
$67K ﹤0.01%
430
1018
$67K ﹤0.01%
442
1019
$67K ﹤0.01%
858
+156
1020
$66K ﹤0.01%
6,150
1021
$66K ﹤0.01%
1,356
1022
$66K ﹤0.01%
1,248
1023
$66K ﹤0.01%
1,506
1024
$66K ﹤0.01%
1,000
1025
$66K ﹤0.01%
268
+8
39 40
41
42 43