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
2001
$1K ﹤0.01%
5,589
2002
$1K ﹤0.01%
2,652
2003
$1K ﹤0.01%
+5,200
2004
$1K ﹤0.01%
11,250
2005
$1K ﹤0.01%
+100
2006
$1K ﹤0.01%
+5,400
2007
$1K ﹤0.01%
2,600
2008
$1K ﹤0.01%
4,663
2009
$1K ﹤0.01%
20,213
2010
$1K ﹤0.01%
5,850
2011
$1K ﹤0.01%
3,198
2012
$1K ﹤0.01%
2,500
2013
$1K ﹤0.01%
7,200
2014
$1K ﹤0.01%
11,600
2015
$1K ﹤0.01%
3,332
2016
$1K ﹤0.01%
2,700
2017
$1K ﹤0.01%
+100
2018
$1K ﹤0.01%
+8,600
2019
$1K ﹤0.01%
6,700
2020
$1K ﹤0.01%
10,000
2021
$1K ﹤0.01%
5,032
2022
$1K ﹤0.01%
5,500
2023
$1K ﹤0.01%
1,775
2024
$1K ﹤0.01%
3,750
2025
$1K ﹤0.01%
7,718