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
1126
$47K ﹤0.01%
4,900
1127
$47K ﹤0.01%
4,796
-204
1128
$46K ﹤0.01%
6,500
1129
$46K ﹤0.01%
1,100
1130
$46K ﹤0.01%
8,800
-1,000
1131
$46K ﹤0.01%
900
1132
$46K ﹤0.01%
+400
1133
$46K ﹤0.01%
4,382
1134
$45K ﹤0.01%
1,520
1135
$45K ﹤0.01%
+635
1136
$45K ﹤0.01%
850
1137
$45K ﹤0.01%
2,000
1138
$44K ﹤0.01%
915
1139
$44K ﹤0.01%
624
1140
$44K ﹤0.01%
+3,000
1141
$44K ﹤0.01%
4,298
1142
$44K ﹤0.01%
4,500
1143
$43K ﹤0.01%
280
1144
$43K ﹤0.01%
2,580
+500
1145
$43K ﹤0.01%
157
1146
$43K ﹤0.01%
1,091
1147
$43K ﹤0.01%
2,304
-22
1148
$43K ﹤0.01%
380
1149
$43K ﹤0.01%
4,400
1150
$43K ﹤0.01%
4,000
44 45
46
47 48