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
1026
$65K ﹤0.01%
2,683
1027
$64K ﹤0.01%
859
1028
$64K ﹤0.01%
1,969
-888
1029
$64K ﹤0.01%
5,000
1030
$64K ﹤0.01%
900
1031
$63K ﹤0.01%
1,600
1032
$63K ﹤0.01%
1,490
+570
1033
$63K ﹤0.01%
6,443
1034
$63K ﹤0.01%
6,304
+3,000
1035
$63K ﹤0.01%
1,518
1036
$62K ﹤0.01%
1,364
1037
$62K ﹤0.01%
6,546
1038
$62K ﹤0.01%
6,200
1039
$62K ﹤0.01%
6,300
1040
$62K ﹤0.01%
6,300
1041
$62K ﹤0.01%
3,798
1042
$61K ﹤0.01%
2,171
+1,098
1043
$61K ﹤0.01%
6,133
1044
$61K ﹤0.01%
3,112
+1,470
1045
$60K ﹤0.01%
2,865
+198
1046
$60K ﹤0.01%
3,091
1047
$60K ﹤0.01%
347
1048
$60K ﹤0.01%
6,000
1049
$59K ﹤0.01%
5,900
1050
$59K ﹤0.01%
895
40 41
42
43 44