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
2376
$0 ﹤0.01%
666
2377
– –
-2,400
2378
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-2,000
2379
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-603
2380
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-500
2381
$0 ﹤0.01%
250
2382
$0 ﹤0.01%
1,704
2383
$0 ﹤0.01%
1,666
2384
$0 ﹤0.01%
1,666
2385
$0 ﹤0.01%
2,500
2386
– –
-348,091
2387
$0 ﹤0.01%
1,000
2388
– –
-3,000
2389
$0 ﹤0.01%
2,500
2390
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-5,000
2391
$0 ﹤0.01%
47
2392
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-200
2393
$0 ﹤0.01%
18
2394
$0 ﹤0.01%
1,000
2395
– –
-680
2396
– –
-5,000
2397
$0 ﹤0.01%
1,819
+569
2398
– –
-2,278
2399
– –
-1,000
2400
– –
-3,256
94 95
96
97 98