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
1076
$52K ﹤0.01%
1,063
1077
$52K ﹤0.01%
1,206
-434
1078
$52K ﹤0.01%
5,278
-2,722
1079
$52K ﹤0.01%
350
1080
$51K ﹤0.01%
1,600
1081
$51K ﹤0.01%
1,828
+1,598
1082
$51K ﹤0.01%
5,213
1083
$51K ﹤0.01%
1,265
1084
$50K ﹤0.01%
1,175
+300
1085
$50K ﹤0.01%
864
1086
$50K ﹤0.01%
587
+12
1087
$50K ﹤0.01%
1,313
1088
$50K ﹤0.01%
1,200
1089
$50K ﹤0.01%
1,835
-3,100
1090
$50K ﹤0.01%
1,700
+300
1091
$50K ﹤0.01%
602
+2
1092
$50K ﹤0.01%
500
1093
$50K ﹤0.01%
5,000
1094
$50K ﹤0.01%
5,000
1095
$50K ﹤0.01%
5,000
1096
$50K ﹤0.01%
+5,000
1097
$50K ﹤0.01%
5,000
1098
$50K ﹤0.01%
5,000
1099
$50K ﹤0.01%
5,000
1100
$50K ﹤0.01%
5,000
42 43
44
45 46