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
2051
$1K ﹤0.01%
3,198
2052
$1K ﹤0.01%
2,500
2053
$1K ﹤0.01%
7,200
2054
$1K ﹤0.01%
11,600
2055
$1K ﹤0.01%
3,332
2056
$1K ﹤0.01%
2,700
2057
$1K ﹤0.01%
+100
2058
$1K ﹤0.01%
+8,600
2059
$1K ﹤0.01%
6,700
2060
$1K ﹤0.01%
5,500
2061
$1K ﹤0.01%
1,775
2062
$0 ﹤0.01%
1,600
2063
– –
-20,410
2064
$0 ﹤0.01%
+130
2065
$0 ﹤0.01%
200
2066
– –
-103
2067
$0 ﹤0.01%
58
2068
– –
-5,000
2069
– –
0
2070
– –
0
2071
– –
0
2072
– –
-1,060
2073
– –
-400
2074
– –
-300
2075
$0 ﹤0.01%
100
81 82
83
84 85