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
876
$114K ﹤0.01%
17,338
877
$114K ﹤0.01%
11,692
+5,000
878
$113K ﹤0.01%
3,489
-5,599
879
$111K ﹤0.01%
1,258
+3
880
$111K ﹤0.01%
11,130
881
$111K ﹤0.01%
3,285
882
$110K ﹤0.01%
1,284
883
$109K ﹤0.01%
5,512
-107
884
$109K ﹤0.01%
1,472
+1,162
885
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2,300
886
$109K ﹤0.01%
10,900
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3,261
-300
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$108K ﹤0.01%
500
889
$107K ﹤0.01%
10,900
890
$107K ﹤0.01%
11,000
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$106K ﹤0.01%
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1,098
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$105K ﹤0.01%
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895
$105K ﹤0.01%
2,261
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$105K ﹤0.01%
33,309
897
$104K ﹤0.01%
9,638
898
$104K ﹤0.01%
479
+4
899
$104K ﹤0.01%
1,629
900
$103K ﹤0.01%
8,505