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
1351
$19K ﹤0.01%
500
1352
$19K ﹤0.01%
542
+117
1353
$19K ﹤0.01%
442
1354
$19K ﹤0.01%
556
+43
1355
$19K ﹤0.01%
+1,560
1356
$19K ﹤0.01%
354
+3
1357
$19K ﹤0.01%
1,272
+562
1358
$18K ﹤0.01%
350
1359
$18K ﹤0.01%
4,000
1360
$18K ﹤0.01%
931
1361
$18K ﹤0.01%
496
1362
$18K ﹤0.01%
304
1363
$18K ﹤0.01%
+3,030
1364
$18K ﹤0.01%
401
-55
1365
$18K ﹤0.01%
351
-18
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$18K ﹤0.01%
325
1367
$18K ﹤0.01%
300
1368
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404
1369
$17K ﹤0.01%
450
1370
$17K ﹤0.01%
805
1371
$17K ﹤0.01%
358
1372
$17K ﹤0.01%
368
-200
1373
$17K ﹤0.01%
244
1374
$17K ﹤0.01%
200
1375
$17K ﹤0.01%
366
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53 54
55
56 57