AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
+$25.2M
2
+$7.5M
3
+$5.93M
4
FBIN icon
Fortune Brands Innovations
FBIN
+$5.84M
5
APG icon
APi Group
APG
+$5.63M

Top Sells

1
+$14.7M
2
+$13.5M
3
+$9.34M
4
DIS icon
Walt Disney
DIS
+$8M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$7.84M

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
2501
– –
-22,014
2502
– –
-580
2503
$0 ﹤0.01%
1,000,000
2504
$0 ﹤0.01%
500
2505
$0 ﹤0.01%
35,100
2506
$0 ﹤0.01%
5,450
2507
– –
-400
2508
$0 ﹤0.01%
2,544,675
2509
$0 ﹤0.01%
1,248,000
2510
$0 ﹤0.01%
640
2511
$0 ﹤0.01%
4,948
2512
$0 ﹤0.01%
2
2513
– –
-146,841
2514
$0 ﹤0.01%
100
2515
– –
-50
2516
– –
-600
2517
– –
-123
2518
– –
0
2519
$0 ﹤0.01%
+14
2520
$0 ﹤0.01%
287
2521
$0 ﹤0.01%
50
2522
– –
-8
2523
$0 ﹤0.01%
3
2524
– –
-10,675
2525
$0 ﹤0.01%
8
98 99 100
101
102