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
1726
$3K ﹤0.01%
30,400
1727
$3K ﹤0.01%
17,648
-300
1728
$3K ﹤0.01%
+300
1729
$3K ﹤0.01%
9,900
1730
$3K ﹤0.01%
10,050
1731
$3K ﹤0.01%
10,150
1732
$3K ﹤0.01%
11,000
1733
$3K ﹤0.01%
23,200
1734
$3K ﹤0.01%
30,525
1735
$3K ﹤0.01%
17,900
1736
$3K ﹤0.01%
24,976
1737
$3K ﹤0.01%
6,027
1738
$3K ﹤0.01%
10,450
1739
$3K ﹤0.01%
144
+2
1740
$3K ﹤0.01%
12,750
1741
$3K ﹤0.01%
28,600
1742
$3K ﹤0.01%
34,870
-30,290
1743
$3K ﹤0.01%
46,100
+2,250
1744
$3K ﹤0.01%
11,850
1745
$3K ﹤0.01%
300
1746
$3K ﹤0.01%
+40
1747
$3K ﹤0.01%
26,400
1748
$3K ﹤0.01%
11,632
1749
$3K ﹤0.01%
108
1750
$3K ﹤0.01%
34,200
68 69
70
71 72