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
1176
$38K ﹤0.01%
4,458
+1,000
1177
$37K ﹤0.01%
2,750
1178
$37K ﹤0.01%
490
1179
$37K ﹤0.01%
2,266
+300
1180
$37K ﹤0.01%
1,300
1181
$37K ﹤0.01%
1,500
1182
$37K ﹤0.01%
+1,000
1183
$37K ﹤0.01%
700
1184
$37K ﹤0.01%
4,763
+41
1185
$36K ﹤0.01%
2,014
+264
1186
$36K ﹤0.01%
600
-140
1187
$36K ﹤0.01%
+2,142
1188
$36K ﹤0.01%
246
+123
1189
$36K ﹤0.01%
300
1190
$36K ﹤0.01%
1,636
1191
$35K ﹤0.01%
450
-50
1192
$35K ﹤0.01%
1,012
+975
1193
$35K ﹤0.01%
3,500
1194
$35K ﹤0.01%
2,500
1195
$35K ﹤0.01%
+1,258
1196
$35K ﹤0.01%
992
1197
$35K ﹤0.01%
+3,605
1198
$35K ﹤0.01%
+3,545
1199
$35K ﹤0.01%
3,522
1200
$35K ﹤0.01%
900
46 47
48
49 50