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
1876
$2K ﹤0.01%
12,761
1877
$2K ﹤0.01%
8,150
1878
$2K ﹤0.01%
8,500
1879
$2K ﹤0.01%
24,000
1880
$2K ﹤0.01%
6,500
1881
$2K ﹤0.01%
10
-29
1882
$2K ﹤0.01%
+13
1883
$2K ﹤0.01%
+22
1884
$1K ﹤0.01%
3,750
1885
$1K ﹤0.01%
7,718
1886
$1K ﹤0.01%
+5,000
1887
$1K ﹤0.01%
8,600
1888
$1K ﹤0.01%
21
1889
$1K ﹤0.01%
5,000
1890
$1K ﹤0.01%
6,700
1891
$1K ﹤0.01%
8,944
1892
$1K ﹤0.01%
400
-296,558
1893
$1K ﹤0.01%
5,050
1894
$1K ﹤0.01%
9,038
1895
$1K ﹤0.01%
3,079
1896
$1K ﹤0.01%
5,400
1897
$1K ﹤0.01%
+75
1898
$1K ﹤0.01%
5,000
1899
$1K ﹤0.01%
5,141
1900
$1K ﹤0.01%
15,350
74 75
76
77 78