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
1851
$2K ﹤0.01%
15,000
1852
$2K ﹤0.01%
12,761
1853
$2K ﹤0.01%
6,200
1854
$2K ﹤0.01%
29,431
1855
$2K ﹤0.01%
+13
1856
$2K ﹤0.01%
27
-56
1857
$2K ﹤0.01%
10,769
1858
$2K ﹤0.01%
185
-50
1859
$2K ﹤0.01%
+24
1860
$2K ﹤0.01%
50
1861
$2K ﹤0.01%
479
1862
$2K ﹤0.01%
+250
1863
$2K ﹤0.01%
100
1864
$2K ﹤0.01%
11,718
1865
$2K ﹤0.01%
94
1866
$2K ﹤0.01%
+9
1867
$2K ﹤0.01%
150
1868
$2K ﹤0.01%
24
-44
1869
$2K ﹤0.01%
13,199
1870
$2K ﹤0.01%
+73
1871
$2K ﹤0.01%
17,300
1872
$2K ﹤0.01%
17,542
1873
$2K ﹤0.01%
170
1874
$2K ﹤0.01%
10,000
1875
$2K ﹤0.01%
5,418
73 74
75
76 77