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
2326
$0 ﹤0.01%
36
2327
$0 ﹤0.01%
2,250
2328
$0 ﹤0.01%
100
2329
$0 ﹤0.01%
4,098
2330
– –
-200
2331
$0 ﹤0.01%
4,300
2332
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66
2333
$0 ﹤0.01%
5,000
2334
$0 ﹤0.01%
132
2335
– –
-400
2336
– –
0
2337
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1,000
2338
$0 ﹤0.01%
6,132
2339
$0 ﹤0.01%
50
2340
– –
-100
2341
– –
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2342
$0 ﹤0.01%
119
2343
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-600
2344
– –
-100
2345
$0 ﹤0.01%
25
2346
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2,000
2347
$0 ﹤0.01%
579
2348
$0 ﹤0.01%
87
2349
– –
-200
2350
– –
-1,800
92 93
94
95 96