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
2076
– –
-15,600
2077
$0 ﹤0.01%
200
2078
$0 ﹤0.01%
1,600
2079
– –
-3,000
2080
– –
-6,501
2081
$0 ﹤0.01%
6,666
2082
– –
-29,600
2083
$0 ﹤0.01%
3,000
2084
$0 ﹤0.01%
3,800
2085
$0 ﹤0.01%
2,607
2086
– –
-5,000
2087
– –
-3,600
2088
$0 ﹤0.01%
1,666
2089
$0 ﹤0.01%
468
2090
$0 ﹤0.01%
2,500
2091
– –
-6,192
2092
– –
-3,000
2093
$0 ﹤0.01%
5,950
2094
– –
-50
2095
– –
-3,500
2096
$0 ﹤0.01%
350
2097
$0 ﹤0.01%
1,476
2098
$0 ﹤0.01%
4,125
2099
– –
-1,100
2100
$0 ﹤0.01%
154
82 83
84
85 86