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
1901
$1K ﹤0.01%
+11
1902
$1K ﹤0.01%
3,450
1903
$1K ﹤0.01%
65
1904
$1K ﹤0.01%
200
1905
$1K ﹤0.01%
+88
1906
$1K ﹤0.01%
50
1907
$1K ﹤0.01%
116
1908
$1K ﹤0.01%
6,650
1909
$1K ﹤0.01%
6
1910
$1K ﹤0.01%
7,500
1911
$1K ﹤0.01%
+100
1912
$1K ﹤0.01%
5,382
1913
$1K ﹤0.01%
8,497
1914
$1K ﹤0.01%
10
1915
$1K ﹤0.01%
3,892
1916
$1K ﹤0.01%
3,332
1917
$1K ﹤0.01%
12,552
1918
$1K ﹤0.01%
6,000
1919
$1K ﹤0.01%
6,000
1920
$1K ﹤0.01%
6,500
+1,500
1921
$1K ﹤0.01%
3,333
1922
$1K ﹤0.01%
4,563
1923
$1K ﹤0.01%
5,200
1924
$1K ﹤0.01%
10,825
1925
$1K ﹤0.01%
5,000