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
1926
$1K ﹤0.01%
3,332
1927
$1K ﹤0.01%
6,000
1928
$1K ﹤0.01%
4,563
1929
$1K ﹤0.01%
5,000
1930
$1K ﹤0.01%
15,350
1931
$1K ﹤0.01%
41
-78
1932
$1K ﹤0.01%
+22
1933
$1K ﹤0.01%
9,400
1934
$1K ﹤0.01%
+6,450
1935
$1K ﹤0.01%
1,047
1936
$1K ﹤0.01%
+8
1937
$1K ﹤0.01%
+10,000
1938
$1K ﹤0.01%
7,200
1939
$1K ﹤0.01%
11,600
1940
$1K ﹤0.01%
3,332
1941
$1K ﹤0.01%
2,700
1942
$1K ﹤0.01%
6,657
+357
1943
$1K ﹤0.01%
7,802
1944
$1K ﹤0.01%
18,668
+1,500
1945
$1K ﹤0.01%
11,832
1946
$1K ﹤0.01%
6,000
1947
$1K ﹤0.01%
10,754
1948
$1K ﹤0.01%
20
1949
$1K ﹤0.01%
25
1950
$1K ﹤0.01%
19