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
1751
$3K ﹤0.01%
17,900
1752
$3K ﹤0.01%
24,976
1753
$3K ﹤0.01%
6,027
1754
$3K ﹤0.01%
10,450
1755
$3K ﹤0.01%
144
+2
1756
$3K ﹤0.01%
12,750
1757
$3K ﹤0.01%
38,091
1758
$3K ﹤0.01%
15,898
1759
$3K ﹤0.01%
28,600
1760
$3K ﹤0.01%
34,870
-30,290
1761
$3K ﹤0.01%
46,100
+2,250
1762
$3K ﹤0.01%
347
-17,681
1763
$3K ﹤0.01%
11,850
1764
$3K ﹤0.01%
300
1765
$3K ﹤0.01%
+40
1766
$3K ﹤0.01%
26,400
1767
$3K ﹤0.01%
11,632
1768
$2K ﹤0.01%
15,000
1769
$2K ﹤0.01%
+23
1770
$2K ﹤0.01%
12,300
1771
$2K ﹤0.01%
+26,289
1772
$2K ﹤0.01%
27
-56
1773
$2K ﹤0.01%
10,769
1774
$2K ﹤0.01%
185
-50
1775
$2K ﹤0.01%
+24
69 70
71
72 73