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
2001
$1K ﹤0.01%
+4
2002
$1K ﹤0.01%
117
2003
$1K ﹤0.01%
6,204
2004
$1K ﹤0.01%
5,050
2005
$1K ﹤0.01%
17,548
2006
$1K ﹤0.01%
2,950
2007
$1K ﹤0.01%
7,500
2008
$1K ﹤0.01%
+100
2009
$1K ﹤0.01%
5,382
2010
$1K ﹤0.01%
8,497
2011
$1K ﹤0.01%
9,100
2012
$1K ﹤0.01%
12,032
2013
$1K ﹤0.01%
12,552
2014
$1K ﹤0.01%
6,000
2015
$1K ﹤0.01%
5,000
2016
$1K ﹤0.01%
6,500
+1,500
2017
$1K ﹤0.01%
3,333
2018
$1K ﹤0.01%
5,200
2019
$1K ﹤0.01%
10,825
2020
$1K ﹤0.01%
5,050
2021
$1K ﹤0.01%
5,450
2022
$1K ﹤0.01%
10,850
2023
$1K ﹤0.01%
3,750
2024
$1K ﹤0.01%
6,450
2025
$1K ﹤0.01%
2,664