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
1951
$1K ﹤0.01%
24,300
1952
$1K ﹤0.01%
100
1953
$1K ﹤0.01%
+15
1954
$1K ﹤0.01%
10,000
1955
$1K ﹤0.01%
+11
1956
$1K ﹤0.01%
3,450
1957
$1K ﹤0.01%
13
-16
1958
$1K ﹤0.01%
24
1959
$1K ﹤0.01%
8
1960
$1K ﹤0.01%
50
1961
$1K ﹤0.01%
2
1962
$1K ﹤0.01%
+8
1963
$1K ﹤0.01%
36
1964
$1K ﹤0.01%
65
1965
$1K ﹤0.01%
200
1966
$1K ﹤0.01%
+88
1967
$1K ﹤0.01%
45
-1,955
1968
$1K ﹤0.01%
30
1969
$1K ﹤0.01%
+39
1970
$1K ﹤0.01%
+68
1971
$1K ﹤0.01%
+15
1972
$1K ﹤0.01%
+20
1973
$1K ﹤0.01%
44
1974
$1K ﹤0.01%
42
1975
$1K ﹤0.01%
38
+36
77 78
79
80 81