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
2026
$1K ﹤0.01%
+5,000
2027
$1K ﹤0.01%
8,600
2028
$1K ﹤0.01%
5,000
2029
$1K ﹤0.01%
16,944
2030
$1K ﹤0.01%
7,589
2031
$1K ﹤0.01%
7,500
2032
$1K ﹤0.01%
+15,000
2033
$1K ﹤0.01%
5,500
2034
$1K ﹤0.01%
9,632
2035
$1K ﹤0.01%
6,700
2036
$1K ﹤0.01%
8,944
2037
$1K ﹤0.01%
400
-296,558
2038
$1K ﹤0.01%
5,050
2039
$1K ﹤0.01%
9,038
2040
$1K ﹤0.01%
3,079
2041
$1K ﹤0.01%
5,400
2042
$1K ﹤0.01%
+75
2043
$1K ﹤0.01%
5,000
2044
$1K ﹤0.01%
9,100
2045
$1K ﹤0.01%
12,032
2046
$1K ﹤0.01%
2,818
2047
$1K ﹤0.01%
6,364
2048
$1K ﹤0.01%
2,932
2049
$1K ﹤0.01%
11,100
2050
$1K ﹤0.01%
1,965