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
1001
$72K ﹤0.01%
600
1002
$71K ﹤0.01%
1,544
-1,819
1003
$71K ﹤0.01%
1,525
-150
1004
$71K ﹤0.01%
82
1005
$71K ﹤0.01%
1,170
1006
$70K ﹤0.01%
491
+32
1007
$69K ﹤0.01%
1,068
+22
1008
$69K ﹤0.01%
950
1009
$69K ﹤0.01%
7,100
1010
$69K ﹤0.01%
7,000
1011
$69K ﹤0.01%
7,000
+2,000
1012
$69K ﹤0.01%
18
1013
$69K ﹤0.01%
7,000
1014
$69K ﹤0.01%
3,700
-248,062
1015
$68K ﹤0.01%
7,000
1016
$68K ﹤0.01%
6,999
1017
$67K ﹤0.01%
430
1018
$67K ﹤0.01%
442
1019
$67K ﹤0.01%
858
+156
1020
$66K ﹤0.01%
1,248
1021
$66K ﹤0.01%
1,506
1022
$66K ﹤0.01%
268
+8
1023
$66K ﹤0.01%
6,150
1024
$66K ﹤0.01%
1,356
1025
$66K ﹤0.01%
1,000
39 40
41
42 43