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
2226
$0 ﹤0.01%
+1
2227
– –
-5,024
2228
– –
-6,700
2229
$0 ﹤0.01%
3,066
2230
$0 ﹤0.01%
28
2231
– –
-87
2232
$0 ﹤0.01%
+1,000
2233
– –
-880
2234
$0 ﹤0.01%
8
2235
– –
-1,073
2236
– –
-32
2237
– –
-850
2238
– –
-900
2239
$0 ﹤0.01%
180
2240
$0 ﹤0.01%
50
2241
– –
-25,100
2242
– –
-100
2243
$0 ﹤0.01%
3,366
2244
– –
-7,000
2245
$0 ﹤0.01%
1,398
2246
$0 ﹤0.01%
600
2247
– –
-3,000
2248
$0 ﹤0.01%
4,920
2249
– –
-490
2250
– –
-400
88 89
90
91 92