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
2426
– –
-3,904
2427
$0 ﹤0.01%
308
2428
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-137
2429
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-8,957
2430
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-10,028
2431
$0 ﹤0.01%
2
2432
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-146,841
2433
$0 ﹤0.01%
100
2434
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-50
2435
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-600
2436
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-123
2437
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0
2438
$0 ﹤0.01%
+14
2439
$0 ﹤0.01%
287
2440
$0 ﹤0.01%
50
2441
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-8
2442
$0 ﹤0.01%
3
2443
– –
-10,675
2444
$0 ﹤0.01%
8
2445
– –
-1,786
2446
– –
-282
2447
$0 ﹤0.01%
16
-11
2448
– –
-31,790
2449
– –
-93
2450
– –
-4,000
96 97
98
99 100