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
1601
$6K ﹤0.01%
20,000
-11,830
1602
$6K ﹤0.01%
196
+57
1603
$6K ﹤0.01%
184
+4
1604
$5K ﹤0.01%
213
1605
$5K ﹤0.01%
65
1606
$5K ﹤0.01%
640
1607
$5K ﹤0.01%
84
1608
$5K ﹤0.01%
148
1609
$5K ﹤0.01%
+500
1610
$5K ﹤0.01%
1,579
1611
$5K ﹤0.01%
58
1612
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200
1613
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25
1614
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475
1615
$5K ﹤0.01%
190
1616
$5K ﹤0.01%
135
1617
$5K ﹤0.01%
+209
1618
$5K ﹤0.01%
400
1619
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25
1620
$5K ﹤0.01%
40
+12
1621
$5K ﹤0.01%
37
1622
$5K ﹤0.01%
100
1623
$5K ﹤0.01%
280
1624
$5K ﹤0.01%
59,722
1625
$5K ﹤0.01%
40