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
1951
$1K ﹤0.01%
+68
1952
$1K ﹤0.01%
+15
1953
$1K ﹤0.01%
+20
1954
$1K ﹤0.01%
44
1955
$1K ﹤0.01%
42
1956
$1K ﹤0.01%
38
+36
1957
$1K ﹤0.01%
+120
1958
$1K ﹤0.01%
27
1959
$1K ﹤0.01%
100
1960
$1K ﹤0.01%
+18
1961
$1K ﹤0.01%
21
1962
$1K ﹤0.01%
+8
1963
$1K ﹤0.01%
176
1964
$1K ﹤0.01%
4,100
1965
$1K ﹤0.01%
+25
1966
$1K ﹤0.01%
8,347
1967
$1K ﹤0.01%
353
1968
$1K ﹤0.01%
8,006
1969
$1K ﹤0.01%
21
1970
$1K ﹤0.01%
+13
1971
$1K ﹤0.01%
+26
1972
$1K ﹤0.01%
+19
1973
$1K ﹤0.01%
+2
1974
$1K ﹤0.01%
135
1975
$1K ﹤0.01%
68