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
2026
$1K ﹤0.01%
7,900
2027
$1K ﹤0.01%
18,700
2028
$1K ﹤0.01%
10,450
2029
$1K ﹤0.01%
6,000
2030
$1K ﹤0.01%
25
2031
$1K ﹤0.01%
3,000
2032
$1K ﹤0.01%
5,589
2033
$1K ﹤0.01%
2,652
2034
$1K ﹤0.01%
+5,200
2035
$1K ﹤0.01%
11,250
2036
$1K ﹤0.01%
+100
2037
$1K ﹤0.01%
+5,400
2038
$1K ﹤0.01%
2,600
2039
$1K ﹤0.01%
4,663
2040
$1K ﹤0.01%
20,213
2041
$1K ﹤0.01%
5,850
2042
$1K ﹤0.01%
3,198
2043
$1K ﹤0.01%
2,500
2044
$1K ﹤0.01%
+100
2045
$1K ﹤0.01%
+8,600
2046
$1K ﹤0.01%
6,700
2047
$1K ﹤0.01%
10,000
2048
$1K ﹤0.01%
5,032
2049
$1K ﹤0.01%
5,141
2050
$1K ﹤0.01%
5,500