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
1101
$49K ﹤0.01%
1,427
+100
1102
$49K ﹤0.01%
5,517
1103
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5,000
1104
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5,000
1105
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5,019
1106
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1107
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1108
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1109
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+5,000
1110
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1111
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1117
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1118
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1119
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1120
$48K ﹤0.01%
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1121
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1122
$48K ﹤0.01%
474
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1123
$48K ﹤0.01%
+161
1124
$48K ﹤0.01%
5,000
1125
$47K ﹤0.01%
448