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
1951
$1K ﹤0.01%
52
1952
$1K ﹤0.01%
+11
1953
$1K ﹤0.01%
3,450
1954
$1K ﹤0.01%
13
-16
1955
$1K ﹤0.01%
24
1956
$1K ﹤0.01%
8
1957
$1K ﹤0.01%
50
1958
$1K ﹤0.01%
2
1959
$1K ﹤0.01%
+8
1960
$1K ﹤0.01%
36
1961
$1K ﹤0.01%
65
1962
$1K ﹤0.01%
200
1963
$1K ﹤0.01%
+88
1964
$1K ﹤0.01%
45
-1,955
1965
$1K ﹤0.01%
30
1966
$1K ﹤0.01%
+39
1967
$1K ﹤0.01%
+68
1968
$1K ﹤0.01%
+15
1969
$1K ﹤0.01%
+20
1970
$1K ﹤0.01%
44
1971
$1K ﹤0.01%
42
1972
$1K ﹤0.01%
38
+36
1973
$1K ﹤0.01%
+120
1974
$1K ﹤0.01%
27
1975
$1K ﹤0.01%
100
77 78
79
80 81