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
926
$97K ﹤0.01%
3,912
+62
927
$97K ﹤0.01%
10,000
928
$96K ﹤0.01%
201
-22
929
$96K ﹤0.01%
10,000
930
$96K ﹤0.01%
10,000
931
$95K ﹤0.01%
3,349
932
$95K ﹤0.01%
2,060
933
$94K ﹤0.01%
8,594
934
$94K ﹤0.01%
3,200
935
$94K ﹤0.01%
1,035
936
$93K ﹤0.01%
540
937
$93K ﹤0.01%
827
+190
938
$93K ﹤0.01%
1,777
939
$93K ﹤0.01%
+2,014
940
$92K ﹤0.01%
7,396
941
$92K ﹤0.01%
155
-2
942
$92K ﹤0.01%
5,000
943
$92K ﹤0.01%
1,750
944
$92K ﹤0.01%
9,375
945
$91K ﹤0.01%
461
+6
946
$91K ﹤0.01%
200
947
$91K ﹤0.01%
1,447
-190
948
$91K ﹤0.01%
9,257
-70
949
$90K ﹤0.01%
1,746
+33
950
$90K ﹤0.01%
2,498
36 37
38
39 40