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
1676
$4K ﹤0.01%
33,458
1677
$4K ﹤0.01%
22,551
1678
$4K ﹤0.01%
32,000
1679
$4K ﹤0.01%
17,500
1680
$4K ﹤0.01%
23,350
1681
$4K ﹤0.01%
14,004
1682
$4K ﹤0.01%
10,749
1683
$4K ﹤0.01%
10,000
1684
$4K ﹤0.01%
+1,000
1685
$4K ﹤0.01%
36,652
1686
$4K ﹤0.01%
25,198
1687
$4K ﹤0.01%
47,519
1688
$4K ﹤0.01%
500
1689
$4K ﹤0.01%
10
1690
$4K ﹤0.01%
18,269
1691
$4K ﹤0.01%
25
1692
$4K ﹤0.01%
195
-150
1693
$4K ﹤0.01%
95
1694
$4K ﹤0.01%
18
1695
$3K ﹤0.01%
634
1696
$3K ﹤0.01%
+13
1697
$3K ﹤0.01%
100
1698
$3K ﹤0.01%
125
1699
$3K ﹤0.01%
333
1700
$3K ﹤0.01%
+118