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
976
$79K ﹤0.01%
954
+2
977
$79K ﹤0.01%
1,693
+1,393
978
$79K ﹤0.01%
235
+71
979
$79K ﹤0.01%
7,900
980
$79K ﹤0.01%
8,000
-34,629
981
$79K ﹤0.01%
5,498
982
$78K ﹤0.01%
161
+45
983
$78K ﹤0.01%
6,500
984
$78K ﹤0.01%
376
985
$78K ﹤0.01%
980
986
$78K ﹤0.01%
8,000
+3,000
987
$77K ﹤0.01%
3,250
-1,250
988
$77K ﹤0.01%
+1,311
989
$77K ﹤0.01%
848
-1,195
990
$76K ﹤0.01%
840
-100
991
$76K ﹤0.01%
3,099
992
$76K ﹤0.01%
3,400
993
$76K ﹤0.01%
683
-202
994
$75K ﹤0.01%
3,750
995
$75K ﹤0.01%
549
996
$75K ﹤0.01%
700
997
$74K ﹤0.01%
+476
998
$73K ﹤0.01%
12,740
999
$73K ﹤0.01%
3,331
1000
$72K ﹤0.01%
3,980
38 39
40
41 42