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
1826
$2K ﹤0.01%
25,000
1827
$2K ﹤0.01%
10,000
1828
$2K ﹤0.01%
10,000
1829
$2K ﹤0.01%
333
1830
$2K ﹤0.01%
12,598
1831
$2K ﹤0.01%
8,403
1832
$2K ﹤0.01%
23,040
1833
$2K ﹤0.01%
400
1834
$2K ﹤0.01%
+168
1835
$2K ﹤0.01%
4,500
-5,000
1836
$2K ﹤0.01%
25,834
+666
1837
$2K ﹤0.01%
22,628
1838
$2K ﹤0.01%
20,339
1839
$2K ﹤0.01%
12,698
1840
$2K ﹤0.01%
16,773
1841
$2K ﹤0.01%
67
1842
$2K ﹤0.01%
20,000
1843
$2K ﹤0.01%
22,576
1844
$2K ﹤0.01%
11,585
1845
$2K ﹤0.01%
4,000
1846
$2K ﹤0.01%
400
1847
$2K ﹤0.01%
20,860
1848
$2K ﹤0.01%
14,839
1849
$2K ﹤0.01%
17,932
1850
$2K ﹤0.01%
14,600
72 73
74
75 76