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
1451
$11K ﹤0.01%
1,585
1452
$11K ﹤0.01%
582
+64
1453
$11K ﹤0.01%
1,000
1454
$11K ﹤0.01%
34
1455
$11K ﹤0.01%
297
+85
1456
$11K ﹤0.01%
+683
1457
$11K ﹤0.01%
+10,000
1458
$11K ﹤0.01%
154
-288
1459
$11K ﹤0.01%
1,126
+1,000
1460
$11K ﹤0.01%
1,073
+173
1461
$11K ﹤0.01%
46
1462
$11K ﹤0.01%
1,290
1463
$11K ﹤0.01%
300
1464
$11K ﹤0.01%
250
1465
$11K ﹤0.01%
302
+127
1466
$11K ﹤0.01%
300
1467
$11K ﹤0.01%
+504
1468
$11K ﹤0.01%
100
1469
$11K ﹤0.01%
302
1470
$10K ﹤0.01%
532
-200
1471
$10K ﹤0.01%
2,000
1472
$10K ﹤0.01%
208
1473
$10K ﹤0.01%
500
1474
$10K ﹤0.01%
32
1475
$10K ﹤0.01%
122
-13
57 58
59
60 61