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
2276
$0 ﹤0.01%
1,679
2277
– –
-12,650
2278
$0 ﹤0.01%
142
2279
$0 ﹤0.01%
1,000
2280
$0 ﹤0.01%
+100
2281
– –
-4,800
2282
$0 ﹤0.01%
1,104
2283
$0 ﹤0.01%
900
2284
$0 ﹤0.01%
1,673
2285
$0 ﹤0.01%
+529
2286
$0 ﹤0.01%
2,500
2287
– –
-2,000
2288
– –
-2,600
2289
$0 ﹤0.01%
1,300
2290
– –
-3,000
2291
$0 ﹤0.01%
666
2292
– –
-2,000
2293
– –
-30,000
2294
– –
-2,700
2295
$0 ﹤0.01%
2,500
2296
– –
-19,900
2297
$0 ﹤0.01%
4,550
2298
– –
-5,000
2299
$0 ﹤0.01%
13
2300
$0 ﹤0.01%
3,100
90 91
92
93 94