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
1976
$1K ﹤0.01%
100
-3,570
1977
$1K ﹤0.01%
40
1978
$1K ﹤0.01%
14
+5
1979
$1K ﹤0.01%
40
1980
$1K ﹤0.01%
3,175
1981
$1K ﹤0.01%
20
1982
$1K ﹤0.01%
+4
1983
$1K ﹤0.01%
6,204
1984
$1K ﹤0.01%
5,050
1985
$1K ﹤0.01%
17,548
1986
$1K ﹤0.01%
2,950
1987
$1K ﹤0.01%
5,000
1988
$1K ﹤0.01%
5,050
1989
$1K ﹤0.01%
5,450
1990
$1K ﹤0.01%
10,850
1991
$1K ﹤0.01%
3,750
1992
$1K ﹤0.01%
6,450
1993
$1K ﹤0.01%
2,664
1994
$1K ﹤0.01%
7,900
1995
$1K ﹤0.01%
+10,000
1996
$1K ﹤0.01%
18,700
1997
$1K ﹤0.01%
10,450
1998
$1K ﹤0.01%
6,000
1999
$1K ﹤0.01%
25
2000
$1K ﹤0.01%
3,000