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
1201
$34K ﹤0.01%
1,500
1202
$34K ﹤0.01%
1,422
1203
$34K ﹤0.01%
1,100
1204
$34K ﹤0.01%
2,037
+6
1205
$34K ﹤0.01%
1,539
1206
$34K ﹤0.01%
358
1207
$34K ﹤0.01%
550
1208
$34K ﹤0.01%
325
1209
$34K ﹤0.01%
170
1210
$34K ﹤0.01%
3,409
1211
$34K ﹤0.01%
1,050
1212
$33K ﹤0.01%
1,340
-24,161
1213
$33K ﹤0.01%
6,000
1214
$33K ﹤0.01%
1,576
1215
$33K ﹤0.01%
1,000
1216
$33K ﹤0.01%
293
1217
$33K ﹤0.01%
600
1218
$33K ﹤0.01%
1,000
1219
$33K ﹤0.01%
3,000
1220
$32K ﹤0.01%
1,280
1221
$32K ﹤0.01%
828
1222
$32K ﹤0.01%
590
1223
$32K ﹤0.01%
1,245
-12,389
1224
$32K ﹤0.01%
1,000
1225
$32K ﹤0.01%
8,750
+196
47 48
49
50 51