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
1251
$29K ﹤0.01%
1,579
1252
$29K ﹤0.01%
285
1253
$29K ﹤0.01%
3,006
-3,961
1254
$29K ﹤0.01%
2,900
1255
$29K ﹤0.01%
1,439
-3,000
1256
$29K ﹤0.01%
+3,000
1257
$29K ﹤0.01%
1,497
1258
$29K ﹤0.01%
400
1259
$29K ﹤0.01%
1,325
1260
$29K ﹤0.01%
2,613
1261
$28K ﹤0.01%
500
1262
$28K ﹤0.01%
400
+183
1263
$28K ﹤0.01%
100
-100
1264
$28K ﹤0.01%
167
1265
$28K ﹤0.01%
509
+9
1266
$28K ﹤0.01%
1,588
+165
1267
$28K ﹤0.01%
302
+175
1268
$27K ﹤0.01%
500
1269
$27K ﹤0.01%
660
1270
$27K ﹤0.01%
218
+118
1271
$27K ﹤0.01%
420
1272
$27K ﹤0.01%
4,000
1273
$27K ﹤0.01%
1,338
1274
$27K ﹤0.01%
700
1275
$27K ﹤0.01%
2,800
49 50
51
52 53