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
1401
$14K ﹤0.01%
400
-117,542
1402
$14K ﹤0.01%
621
1403
$14K ﹤0.01%
128
+10
1404
$14K ﹤0.01%
337
1405
$14K ﹤0.01%
477
1406
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538
+1
1407
$14K ﹤0.01%
400
-50
1408
$14K ﹤0.01%
4,000
+649
1409
$14K ﹤0.01%
123
1410
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500
1411
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285
-180
1412
$14K ﹤0.01%
176,695
1413
$14K ﹤0.01%
107
+1
1414
$14K ﹤0.01%
185
1415
$13K ﹤0.01%
4,000
1416
$13K ﹤0.01%
500
1417
$13K ﹤0.01%
110
+28
1418
$13K ﹤0.01%
1,000
1419
$13K ﹤0.01%
21
-61
1420
$13K ﹤0.01%
216
-6
1421
$13K ﹤0.01%
117
1422
$13K ﹤0.01%
64
+2
1423
$13K ﹤0.01%
168
1424
$13K ﹤0.01%
71
1425
$13K ﹤0.01%
166
55 56
57
58 59