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
1626
$5K ﹤0.01%
18
1627
$5K ﹤0.01%
261
-23
1628
$5K ﹤0.01%
175
-19
1629
$5K ﹤0.01%
21
1630
$5K ﹤0.01%
28,000
1631
$5K ﹤0.01%
59,000
1632
$5K ﹤0.01%
71,000
+1,000
1633
$5K ﹤0.01%
800
1634
$5K ﹤0.01%
28,150
1635
$5K ﹤0.01%
+230
1636
$5K ﹤0.01%
100
1637
$5K ﹤0.01%
+200
1638
$5K ﹤0.01%
+93
1639
$5K ﹤0.01%
200
1640
$5K ﹤0.01%
100
1641
$5K ﹤0.01%
44,500
+2,000
1642
$5K ﹤0.01%
20,000
1643
$4K ﹤0.01%
80
+5
1644
$4K ﹤0.01%
+541
1645
$4K ﹤0.01%
250
1646
$4K ﹤0.01%
170
1647
$4K ﹤0.01%
30
1648
$4K ﹤0.01%
55
1649
$4K ﹤0.01%
66
1650
$4K ﹤0.01%
55
64 65
66
67 68