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
1426
$13K ﹤0.01%
630
1427
$13K ﹤0.01%
300
1428
$13K ﹤0.01%
209
+44
1429
$13K ﹤0.01%
280
1430
$13K ﹤0.01%
270
1431
$13K ﹤0.01%
192
-134
1432
$12K ﹤0.01%
128
1433
$12K ﹤0.01%
500
1434
$12K ﹤0.01%
1,259
-148,733
1435
$12K ﹤0.01%
89
1436
$12K ﹤0.01%
75
+68
1437
$12K ﹤0.01%
800
1438
$12K ﹤0.01%
400
1439
$12K ﹤0.01%
374
+344
1440
$12K ﹤0.01%
200
1441
$12K ﹤0.01%
+1,261
1442
$12K ﹤0.01%
4,634
1443
$12K ﹤0.01%
250,000
1444
$12K ﹤0.01%
506
1445
$12K ﹤0.01%
249
1446
$12K ﹤0.01%
270
1447
$12K ﹤0.01%
386
1448
$11K ﹤0.01%
1,000
1449
$11K ﹤0.01%
300
1450
$11K ﹤0.01%
10
56 57
58
59 60