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
1751
$3K ﹤0.01%
+6,139
1752
$3K ﹤0.01%
100
1753
$3K ﹤0.01%
49
+14
1754
$3K ﹤0.01%
31
-136
1755
$3K ﹤0.01%
53
-275
1756
$3K ﹤0.01%
1,450
1757
$3K ﹤0.01%
11,698
1758
$3K ﹤0.01%
15,000
1759
$3K ﹤0.01%
4,360
1760
$3K ﹤0.01%
6,540
1761
$3K ﹤0.01%
+300
1762
$3K ﹤0.01%
+1,608
1763
$3K ﹤0.01%
14,425
-725
1764
$3K ﹤0.01%
13,332
1765
$3K ﹤0.01%
38,091
1766
$3K ﹤0.01%
15,898
1767
$3K ﹤0.01%
347
-17,681
1768
$2K ﹤0.01%
15,000
1769
$2K ﹤0.01%
+23
1770
$2K ﹤0.01%
12,300
1771
$2K ﹤0.01%
+26,289
1772
$2K ﹤0.01%
+27
1773
$2K ﹤0.01%
30
1774
$2K ﹤0.01%
2,500
1775
$2K ﹤0.01%
81
69 70
71
72 73