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
2401
– –
-24,800
2402
– –
-18,679
2403
$0 ﹤0.01%
10,639
2404
$0 ﹤0.01%
1,750
2405
$0 ﹤0.01%
66
2406
– –
-100
2407
$0 ﹤0.01%
50
2408
$0 ﹤0.01%
1,194
2409
$0 ﹤0.01%
1,000
2410
– –
-5,925
2411
– –
-100
2412
$0 ﹤0.01%
2,500
2413
$0 ﹤0.01%
+1,250
2414
$0 ﹤0.01%
8,400
2415
$0 ﹤0.01%
2,000
2416
– –
-5,000
2417
– –
-2,390
2418
$0 ﹤0.01%
+3,000
2419
$0 ﹤0.01%
+1,006
2420
$0 ﹤0.01%
+2,800
2421
$0 ﹤0.01%
+103
2422
$0 ﹤0.01%
1,450
2423
$0 ﹤0.01%
2
2424
– –
-146,841
2425
$0 ﹤0.01%
100
95 96
97
98 99