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
2201
$0 ﹤0.01%
468
2202
$0 ﹤0.01%
2,500
2203
– –
-6,192
2204
– –
-3,000
2205
$0 ﹤0.01%
5,950
2206
– –
-50
2207
– –
-3,500
2208
$0 ﹤0.01%
350
2209
$0 ﹤0.01%
1,476
2210
$0 ﹤0.01%
4,125
2211
– –
-1,100
2212
$0 ﹤0.01%
154
2213
– –
-464
2214
$0 ﹤0.01%
3,455
2215
$0 ﹤0.01%
3,466
2216
$0 ﹤0.01%
750
2217
– –
-1,500
2218
– –
-10,400
2219
$0 ﹤0.01%
+1,500
2220
– –
-200
2221
$0 ﹤0.01%
66
2222
– –
-401
2223
– –
-5,469
2224
– –
-3,100
2225
$0 ﹤0.01%
3,100
87 88
89
90 91