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
1276
$27K ﹤0.01%
490
1277
$26K ﹤0.01%
400
-513
1278
$26K ﹤0.01%
625
1279
$26K ﹤0.01%
1,443
1280
$26K ﹤0.01%
280
1281
$26K ﹤0.01%
1,215
1282
$26K ﹤0.01%
750
1283
$26K ﹤0.01%
+2,697
1284
$25K ﹤0.01%
2,032
+32
1285
$25K ﹤0.01%
+1,004
1286
$25K ﹤0.01%
1,359
1287
$25K ﹤0.01%
300
1288
$25K ﹤0.01%
1,000
1289
$25K ﹤0.01%
187
+138
1290
$24K ﹤0.01%
478
1291
$24K ﹤0.01%
471
1292
$24K ﹤0.01%
+1,072
1293
$24K ﹤0.01%
600
1294
$24K ﹤0.01%
660
-300
1295
$24K ﹤0.01%
444
-722
1296
$24K ﹤0.01%
1,388
-1,079
1297
$24K ﹤0.01%
1,500
1298
$24K ﹤0.01%
725
-2,200
1299
$24K ﹤0.01%
25,700
1300
$24K ﹤0.01%
639
+39
50 51
52
53 54