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
1301
$23K ﹤0.01%
220
-45
1302
$23K ﹤0.01%
18,250
+16,750
1303
$23K ﹤0.01%
500
1304
$23K ﹤0.01%
500
1305
$23K ﹤0.01%
450
1306
$22K ﹤0.01%
143
+13
1307
$22K ﹤0.01%
600
1308
$22K ﹤0.01%
+1,100
1309
$22K ﹤0.01%
62
1310
$22K ﹤0.01%
350
1311
$22K ﹤0.01%
743
1312
$22K ﹤0.01%
193
1313
$22K ﹤0.01%
5,000
1314
$22K ﹤0.01%
600
-409
1315
$22K ﹤0.01%
369
1316
$22K ﹤0.01%
3,705
1317
$21K ﹤0.01%
2,098
1318
$21K ﹤0.01%
1,000
1319
$21K ﹤0.01%
525
1320
$21K ﹤0.01%
600
1321
$21K ﹤0.01%
352
1322
$21K ﹤0.01%
258
+48
1323
$21K ﹤0.01%
100
1324
$21K ﹤0.01%
+941
1325
$21K ﹤0.01%
+929
51 52
53
54 55