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
2301
– –
-5,000
2302
$0 ﹤0.01%
13
2303
$0 ﹤0.01%
3,100
2304
– –
-3,000
2305
– –
-1,395
2306
$0 ﹤0.01%
300
2307
$0 ﹤0.01%
3,350
+100
2308
$0 ﹤0.01%
4,000
+1,500
2309
– –
-3,000
2310
$0 ﹤0.01%
2,500
2311
– –
-15,656
2312
– –
-5,600
2313
$0 ﹤0.01%
1,219
2314
$0 ﹤0.01%
2,500
2315
– –
-1,250
2316
$0 ﹤0.01%
1,400
2317
– –
-928
2318
– –
-2,400
2319
$0 ﹤0.01%
8,800
2320
– –
-5,000
2321
– –
-5,000
2322
$0 ﹤0.01%
2,500
2323
– –
-44,000
2324
$0 ﹤0.01%
10,000
2325
$0 ﹤0.01%
6,194
91 92
93
94 95