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
2176
$0 ﹤0.01%
2,000
2177
$0 ﹤0.01%
300
2178
– –
-600
2179
– –
-1,000
2180
$0 ﹤0.01%
500
2181
$0 ﹤0.01%
250
2182
– –
-100
2183
$0 ﹤0.01%
32
2184
$0 ﹤0.01%
1,550
2185
– –
-11,100
2186
– –
-19
2187
– –
-546
2188
– –
-1,510
2189
$0 ﹤0.01%
100
2190
– –
-15,600
2191
$0 ﹤0.01%
200
2192
$0 ﹤0.01%
1,600
2193
– –
-3,000
2194
– –
-6,501
2195
$0 ﹤0.01%
6,666
2196
– –
-29,600
2197
$0 ﹤0.01%
3,000
2198
$0 ﹤0.01%
3,800
2199
– –
-3,600
2200
$0 ﹤0.01%
1,666
86 87
88
89 90