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
1801
$2K ﹤0.01%
+19
1802
$2K ﹤0.01%
575
-35,558
1803
$2K ﹤0.01%
100
1804
$2K ﹤0.01%
+17
1805
$2K ﹤0.01%
+12
1806
$2K ﹤0.01%
185
1807
$2K ﹤0.01%
22,789
1808
$2K ﹤0.01%
25
1809
$2K ﹤0.01%
+13
1810
$2K ﹤0.01%
13
-27
1811
$2K ﹤0.01%
+21
1812
$2K ﹤0.01%
26
1813
$2K ﹤0.01%
286
1814
$2K ﹤0.01%
10
1815
$2K ﹤0.01%
68
+63
1816
$2K ﹤0.01%
45
+14
1817
$2K ﹤0.01%
+32
1818
$2K ﹤0.01%
50
1819
$2K ﹤0.01%
+35
1820
$2K ﹤0.01%
8
1821
$2K ﹤0.01%
5,318
1822
$2K ﹤0.01%
+22
1823
$2K ﹤0.01%
10
1824
$2K ﹤0.01%
9,950
1825
$2K ﹤0.01%
8,166
71 72
73
74 75