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
2051
$1K ﹤0.01%
4,400
2052
$1K ﹤0.01%
6,657
+357
2053
$1K ﹤0.01%
7,802
2054
$1K ﹤0.01%
18,668
+1,500
2055
$1K ﹤0.01%
11,832
2056
$1K ﹤0.01%
6,000
2057
$1K ﹤0.01%
13,850
2058
$1K ﹤0.01%
14,046
2059
$1K ﹤0.01%
12,098
2060
$1K ﹤0.01%
2,725
2061
$1K ﹤0.01%
24,300
2062
– –
-451,848
2063
– –
-1,200
2064
$0 ﹤0.01%
400
2065
– –
-2,210
2066
– –
-5,600
2067
– –
-1,600
2068
– –
-6,300
2069
– –
-40,340
2070
$0 ﹤0.01%
667
2071
– –
-1,335
2072
$0 ﹤0.01%
1,600
2073
– –
-168
2074
– –
-1,600
2075
$0 ﹤0.01%
2,700
81 82
83
84 85