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
1701
$3K ﹤0.01%
24,732
1702
$3K ﹤0.01%
+135
1703
$3K ﹤0.01%
160
-185
1704
$3K ﹤0.01%
420
1705
$3K ﹤0.01%
300
1706
$3K ﹤0.01%
100
1707
$3K ﹤0.01%
274
+258
1708
$3K ﹤0.01%
+56
1709
$3K ﹤0.01%
200
1710
$3K ﹤0.01%
+150
1711
$3K ﹤0.01%
100
1712
$3K ﹤0.01%
268
-223
1713
$3K ﹤0.01%
135
1714
$3K ﹤0.01%
100
1715
$3K ﹤0.01%
132
+2
1716
$3K ﹤0.01%
16,000
1717
$3K ﹤0.01%
+128
1718
$3K ﹤0.01%
22
1719
$3K ﹤0.01%
36
1720
$3K ﹤0.01%
+82
1721
$3K ﹤0.01%
25
1722
$3K ﹤0.01%
1,225
1723
$3K ﹤0.01%
20
1724
$3K ﹤0.01%
+129
1725
$3K ﹤0.01%
300
+100
67 68
69
70 71