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
2351
$0 ﹤0.01%
359
2352
– –
-3,300
2353
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2354
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1,250
2355
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-300
2356
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100
2357
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188
2358
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0
2359
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-1
2360
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1,400
2361
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2,000
2362
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-700
2363
$0 ﹤0.01%
1,350
2364
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266
2365
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+2,000
2366
– –
-200
2367
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5,000
+2,500
2368
– –
-659
2369
– –
-193
2370
– –
-670
2371
$0 ﹤0.01%
300
2372
$0 ﹤0.01%
1,050
-200
2373
$0 ﹤0.01%
332
2374
– –
-1,000
2375
$0 ﹤0.01%
1,832
93 94
95
96 97