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
2101
– –
-464
2102
$0 ﹤0.01%
3,455
2103
$0 ﹤0.01%
3,466
2104
$0 ﹤0.01%
750
2105
– –
-1,500
2106
– –
-10,400
2107
$0 ﹤0.01%
+1,500
2108
– –
-200
2109
$0 ﹤0.01%
66
2110
– –
-401
2111
– –
-5,469
2112
– –
-3,100
2113
$0 ﹤0.01%
3,100
2114
$0 ﹤0.01%
+1
2115
– –
-5,024
2116
– –
-6,700
2117
$0 ﹤0.01%
3,066
2118
$0 ﹤0.01%
28
2119
– –
-87
2120
– –
-1,073
2121
$0 ﹤0.01%
79
2122
– –
-850
2123
$0 ﹤0.01%
212
-2,888
2124
– –
-3,000
2125
$0 ﹤0.01%
400
83 84
85
86 87