AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
2251
$0 ﹤0.01%
1,002
+2
2252
– –
-14,885
2253
– –
-6,000
2254
– –
-26,224
2255
– –
-6,139
2256
– –
-3,000
2257
– –
-8,957
2258
– –
-10,028
2259
– –
-17,140
2260
– –
-1,650
2261
– –
-525
2262
– –
-19,842
2263
– –
-577
2264
– –
-22,014
2265
– –
-580
2266
$0 ﹤0.01%
35,100
2267
– –
-400
2268
$0 ﹤0.01%
640
2269
– –
-7,635
2270
$0 ﹤0.01%
2,067
2271
$0 ﹤0.01%
1,666
2272
$0 ﹤0.01%
2,500
2273
$0 ﹤0.01%
2,600
2274
– –
-3,000
2275
– –
-2,000
89 90
91
92 93