AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
1926
$1K ﹤0.01%
21
1927
$1K ﹤0.01%
5,141
1928
$1K ﹤0.01%
15,350
1929
$1K ﹤0.01%
10,754
1930
$1K ﹤0.01%
+73
1931
$1K ﹤0.01%
41
-78
1932
$1K ﹤0.01%
+22
1933
$1K ﹤0.01%
117
1934
$1K ﹤0.01%
9,400
1935
$1K ﹤0.01%
+6,450
1936
$1K ﹤0.01%
1,047
1937
$1K ﹤0.01%
20
1938
$1K ﹤0.01%
25
1939
$1K ﹤0.01%
19
1940
$1K ﹤0.01%
52
1941
$1K ﹤0.01%
13
-16
1942
$1K ﹤0.01%
24
1943
$1K ﹤0.01%
8
1944
$1K ﹤0.01%
50
1945
$1K ﹤0.01%
2
1946
$1K ﹤0.01%
+8
1947
$1K ﹤0.01%
36
1948
$1K ﹤0.01%
45
-1,955
1949
$1K ﹤0.01%
30
1950
$1K ﹤0.01%
+39
76 77
78
79 80