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
2376
– –
-100
2377
$0 ﹤0.01%
1,350
2378
– –
-800
2379
$0 ﹤0.01%
266
2380
$0 ﹤0.01%
+2,000
2381
– –
-200
2382
$0 ﹤0.01%
5,000
+2,500
2383
– –
-659
2384
– –
-193
2385
– –
-670
2386
$0 ﹤0.01%
300
2387
$0 ﹤0.01%
335
2388
$0 ﹤0.01%
1,050
-200
2389
$0 ﹤0.01%
332
2390
– –
-1,000
2391
$0 ﹤0.01%
1,832
2392
$0 ﹤0.01%
+1,250
2393
$0 ﹤0.01%
8,400
2394
$0 ﹤0.01%
666
2395
– –
-2,400
2396
– –
-2,000
2397
– –
-603
2398
– –
-500
2399
$0 ﹤0.01%
250
2400
$0 ﹤0.01%
1,704
94 95
96
97 98