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
1726
$3K ﹤0.01%
22
1727
$3K ﹤0.01%
36
1728
$3K ﹤0.01%
+82
1729
$3K ﹤0.01%
25
1730
$3K ﹤0.01%
1,225
1731
$3K ﹤0.01%
20
1732
$3K ﹤0.01%
+129
1733
$3K ﹤0.01%
300
+100
1734
$3K ﹤0.01%
30,400
1735
$3K ﹤0.01%
17,648
-300
1736
$3K ﹤0.01%
11,698
1737
$3K ﹤0.01%
15,000
1738
$3K ﹤0.01%
+300
1739
$3K ﹤0.01%
9,900
1740
$3K ﹤0.01%
10,050
1741
$3K ﹤0.01%
10,150
1742
$3K ﹤0.01%
11,000
1743
$3K ﹤0.01%
23,200
1744
$3K ﹤0.01%
4,360
1745
$3K ﹤0.01%
6,540
1746
$3K ﹤0.01%
+300
1747
$3K ﹤0.01%
+1,608
1748
$3K ﹤0.01%
14,425
-725
1749
$3K ﹤0.01%
13,332
1750
$3K ﹤0.01%
30,525
68 69
70
71 72