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
2326
– –
-5,304
2327
$0 ﹤0.01%
1,259
2328
– –
-40,340
2329
$0 ﹤0.01%
667
2330
– –
-1,335
2331
– –
-7,809
2332
– –
-1,600
2333
$0 ﹤0.01%
36
2334
$0 ﹤0.01%
2,250
2335
$0 ﹤0.01%
100
2336
$0 ﹤0.01%
4,098
2337
– –
-200
2338
$0 ﹤0.01%
4,300
2339
$0 ﹤0.01%
66
2340
$0 ﹤0.01%
5,000
2341
$0 ﹤0.01%
132
2342
– –
-400
2343
– –
0
2344
$0 ﹤0.01%
1,000
2345
$0 ﹤0.01%
1,600
2346
$0 ﹤0.01%
6,132
2347
$0 ﹤0.01%
50
2348
– –
-100
2349
– –
-54
2350
$0 ﹤0.01%
119
92 93
94
95 96