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
1226
$32K ﹤0.01%
3,300
-5,000
1227
$31K ﹤0.01%
175
1228
$31K ﹤0.01%
473
-435
1229
$31K ﹤0.01%
700
1230
$31K ﹤0.01%
219
-1
1231
$31K ﹤0.01%
+1,000
1232
$31K ﹤0.01%
3,200
1233
$31K ﹤0.01%
3,100
1234
$31K ﹤0.01%
3,268
1235
$30K ﹤0.01%
1,164
-30
1236
$30K ﹤0.01%
+3,000
1237
$30K ﹤0.01%
3,000
-2,000
1238
$30K ﹤0.01%
508
1239
$30K ﹤0.01%
+3,000
1240
$30K ﹤0.01%
720
1241
$30K ﹤0.01%
561
1242
$30K ﹤0.01%
1,172
+1,148
1243
$30K ﹤0.01%
533
1244
$30K ﹤0.01%
400
1245
$30K ﹤0.01%
+3,000
1246
$30K ﹤0.01%
+3,000
1247
$29K ﹤0.01%
538
1248
$29K ﹤0.01%
426
-107
1249
$29K ﹤0.01%
3,000
1250
$29K ﹤0.01%
435
+10
48 49
50
51 52