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
1051
$59K ﹤0.01%
707
1052
$59K ﹤0.01%
149
+53
1053
$59K ﹤0.01%
340
1054
$58K ﹤0.01%
5,895
1055
$57K ﹤0.01%
5,050
1056
$57K ﹤0.01%
2,500
-4,250
1057
$56K ﹤0.01%
933
-250
1058
$56K ﹤0.01%
2,834
1059
$56K ﹤0.01%
4,466
1060
$55K ﹤0.01%
5,000
1061
$55K ﹤0.01%
466
1062
$55K ﹤0.01%
2,700
1063
$55K ﹤0.01%
2,076
1064
$54K ﹤0.01%
1,600
1065
$54K ﹤0.01%
5,000
1066
$54K ﹤0.01%
1,750
1067
$54K ﹤0.01%
1,300
+100
1068
$54K ﹤0.01%
1,500
1069
$54K ﹤0.01%
5,500
1070
$53K ﹤0.01%
1,500
1071
$53K ﹤0.01%
920
-297
1072
$53K ﹤0.01%
450
1073
$53K ﹤0.01%
5,400
1074
$53K ﹤0.01%
524
+435
1075
$53K ﹤0.01%
600
-68
41 42
43
44 45