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
1501
$9K ﹤0.01%
+336
1502
$9K ﹤0.01%
97
+1
1503
$9K ﹤0.01%
1,500
1504
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34
+10
1505
$9K ﹤0.01%
180
+135
1506
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1,000
1507
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117
+1
1508
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77
1509
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100
-91
1510
$9K ﹤0.01%
346
1511
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2,000
1512
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251
1513
$9K ﹤0.01%
57,107
1514
$9K ﹤0.01%
+900
1515
$9K ﹤0.01%
53,766
1516
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100
+21
1517
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388
1518
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266
+2
1519
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29
+6
1520
$8K ﹤0.01%
750
1521
$8K ﹤0.01%
250
1522
$8K ﹤0.01%
100
1523
$8K ﹤0.01%
325
1524
$8K ﹤0.01%
750
1525
$8K ﹤0.01%
250