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
2076
– –
-13,853
2077
– –
-127,325
2078
$0 ﹤0.01%
2,544,675
2079
$0 ﹤0.01%
1,248,000
2080
$0 ﹤0.01%
15
2081
– –
-240
2082
– –
-200
2083
– –
-7,077
2084
– –
-600
2085
$0 ﹤0.01%
1
-706
2086
– –
-36
2087
– –
-300
2088
– –
-451,848
2089
– –
-1,200
2090
$0 ﹤0.01%
400
2091
– –
-2,210
2092
– –
-1,600
2093
– –
-6,300
2094
$0 ﹤0.01%
1,600
2095
– –
-168
2096
$0 ﹤0.01%
2,700
2097
$0 ﹤0.01%
3,200
2098
$0 ﹤0.01%
232
2099
$0 ﹤0.01%
250
2100
– –
-1,000
82 83
84
85 86