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
2101
– –
-600
2102
$0 ﹤0.01%
100
2103
– –
-10,000
2104
– –
-8,729
2105
– –
-5,000
2106
$0 ﹤0.01%
79
2107
$0 ﹤0.01%
212
-2,888
2108
– –
-3,000
2109
$0 ﹤0.01%
400
2110
– –
-11,000
2111
– –
-1,060
2112
– –
-33,780
2113
– –
-525
2114
– –
-19,842
2115
– –
-577
2116
$0 ﹤0.01%
2,500
-3,324
2117
– –
-22,014
2118
– –
-580
2119
$0 ﹤0.01%
1,000,000
2120
$0 ﹤0.01%
500
2121
$0 ﹤0.01%
35,100
2122
$0 ﹤0.01%
5,450
2123
– –
-400
2124
$0 ﹤0.01%
640
2125
$0 ﹤0.01%
4,948
83 84
85
86 87