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
1926
$1K ﹤0.01%
14,650
1927
$1K ﹤0.01%
6,250
1928
$1K ﹤0.01%
5,000
1929
$1K ﹤0.01%
100
-7,900
1930
$1K ﹤0.01%
+73
1931
$1K ﹤0.01%
41
-78
1932
$1K ﹤0.01%
+22
1933
$1K ﹤0.01%
9,400
1934
$1K ﹤0.01%
+6,450
1935
$1K ﹤0.01%
1,047
1936
$1K ﹤0.01%
20
1937
$1K ﹤0.01%
25
1938
$1K ﹤0.01%
19
1939
$1K ﹤0.01%
52
1940
$1K ﹤0.01%
13,455
1941
$1K ﹤0.01%
10,000
1942
$1K ﹤0.01%
5,032
1943
$1K ﹤0.01%
16,944
1944
$1K ﹤0.01%
7,589
1945
$1K ﹤0.01%
7,500
1946
$1K ﹤0.01%
+15,000
1947
$1K ﹤0.01%
5,500
1948
$1K ﹤0.01%
9,632
1949
$1K ﹤0.01%
12,098
1950
$1K ﹤0.01%
2,725
76 77
78
79 80