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
1301
$23K ﹤0.01%
18,250
+16,750
1302
$23K ﹤0.01%
500
1303
$23K ﹤0.01%
500
1304
$23K ﹤0.01%
220
-45
1305
$23K ﹤0.01%
450
1306
$22K ﹤0.01%
5,000
1307
$22K ﹤0.01%
600
-409
1308
$22K ﹤0.01%
369
1309
$22K ﹤0.01%
3,705
1310
$22K ﹤0.01%
143
+13
1311
$22K ﹤0.01%
600
1312
$22K ﹤0.01%
+1,100
1313
$22K ﹤0.01%
62
1314
$22K ﹤0.01%
350
1315
$22K ﹤0.01%
743
1316
$22K ﹤0.01%
193
1317
$21K ﹤0.01%
525
1318
$21K ﹤0.01%
600
1319
$21K ﹤0.01%
352
1320
$21K ﹤0.01%
258
+48
1321
$21K ﹤0.01%
100
1322
$21K ﹤0.01%
+941
1323
$21K ﹤0.01%
+929
1324
$21K ﹤0.01%
1,000
1325
$21K ﹤0.01%
2,098
51 52
53
54 55