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
1876
$2K ﹤0.01%
7,600
1877
$2K ﹤0.01%
13,279
1878
$2K ﹤0.01%
12,900
1879
$2K ﹤0.01%
8,150
1880
$2K ﹤0.01%
8,500
1881
$2K ﹤0.01%
24,000
1882
$2K ﹤0.01%
6,500
1883
$2K ﹤0.01%
10
-29
1884
$1K ﹤0.01%
9,979
+119
1885
$1K ﹤0.01%
13,000
1886
$1K ﹤0.01%
1,075
1887
$1K ﹤0.01%
8,550
1888
$1K ﹤0.01%
4,101
1889
$1K ﹤0.01%
80
1890
$1K ﹤0.01%
+6
1891
$1K ﹤0.01%
+16
1892
$1K ﹤0.01%
45,000
1893
$1K ﹤0.01%
14,650
1894
$1K ﹤0.01%
6,250
1895
$1K ﹤0.01%
5,000
1896
$1K ﹤0.01%
100
-7,900
1897
$1K ﹤0.01%
13,455
1898
$1K ﹤0.01%
100
1899
$1K ﹤0.01%
+15
1900
$1K ﹤0.01%
10,000
74 75
76
77 78