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
2076
$0 ﹤0.01%
3,200
2077
$0 ﹤0.01%
232
2078
– –
-20,000
2079
$0 ﹤0.01%
+1
2080
– –
-100
2081
$0 ﹤0.01%
250
2082
– –
-1,000
2083
– –
-600
2084
$0 ﹤0.01%
100
2085
$0 ﹤0.01%
1,500
2086
$0 ﹤0.01%
3,700
2087
– –
-3,700
2088
– –
-10,000
2089
– –
-8,729
2090
$0 ﹤0.01%
2,332
2091
$0 ﹤0.01%
1,666
2092
$0 ﹤0.01%
1,550
2093
– –
-11,100
2094
– –
-19
2095
– –
-546
2096
– –
-1,500
2097
– –
-5,000
2098
– –
-850
2099
$0 ﹤0.01%
79
2100
$0 ﹤0.01%
212
-2,888
82 83
84
85 86