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
2051
$1K ﹤0.01%
1,775
2052
$1K ﹤0.01%
3,750
2053
$1K ﹤0.01%
7,718
2054
$1K ﹤0.01%
+5,000
2055
$1K ﹤0.01%
8,600
2056
$1K ﹤0.01%
21
2057
$1K ﹤0.01%
5,000
2058
$1K ﹤0.01%
16,944
2059
$1K ﹤0.01%
7,589
2060
$1K ﹤0.01%
7,500
2061
$1K ﹤0.01%
+15,000
2062
$0 ﹤0.01%
1,550
2063
– –
-2,700
2064
– –
-13,100
2065
$0 ﹤0.01%
1,666
2066
$0 ﹤0.01%
250
2067
$0 ﹤0.01%
39
2068
– –
-11,800
2069
– –
-5,900
2070
– –
-16,300
2071
– –
-10,000
2072
– –
-1,000
2073
– –
-8,600
2074
– –
-20,307
2075
– –
-7,000
81 82
83
84 85