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
1376
$17K ﹤0.01%
800
1377
$17K ﹤0.01%
166
-500
1378
$17K ﹤0.01%
551
1379
$17K ﹤0.01%
793
1380
$17K ﹤0.01%
600
1381
$17K ﹤0.01%
902
1382
$16K ﹤0.01%
260
1383
$16K ﹤0.01%
200
1384
$16K ﹤0.01%
+532
1385
$16K ﹤0.01%
400
1386
$16K ﹤0.01%
267
+32
1387
$16K ﹤0.01%
1,235
+47
1388
$16K ﹤0.01%
96
1389
$16K ﹤0.01%
1,660
-16,000
1390
$15K ﹤0.01%
600
-209
1391
$15K ﹤0.01%
71
1392
$15K ﹤0.01%
600
-500
1393
$15K ﹤0.01%
100
1394
$15K ﹤0.01%
1,419
1395
$15K ﹤0.01%
1,200
1396
$15K ﹤0.01%
+1,492
1397
$15K ﹤0.01%
288
1398
$15K ﹤0.01%
500
1399
$15K ﹤0.01%
600
1400
$14K ﹤0.01%
700
54 55
56
57 58