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
2126
$0 ﹤0.01%
50,000
2127
$0 ﹤0.01%
250
2128
– –
-7,635
2129
$0 ﹤0.01%
2,067
2130
$0 ﹤0.01%
1,666
2131
$0 ﹤0.01%
2,500
2132
$0 ﹤0.01%
2,600
2133
– –
-3,000
2134
– –
-2,000
2135
$0 ﹤0.01%
1,450
2136
$0 ﹤0.01%
1,679
2137
– –
-12,650
2138
$0 ﹤0.01%
142
2139
$0 ﹤0.01%
1,000
2140
$0 ﹤0.01%
+100
2141
– –
-256
2142
– –
-300
2143
– –
-335
2144
– –
-741
2145
– –
-26,538
2146
$0 ﹤0.01%
1,332
2147
– –
-5,000
2148
$0 ﹤0.01%
1,225
2149
$0 ﹤0.01%
1,200
2150
– –
-5,000
84 85
86
87 88