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
2126
– –
-900
2127
$0 ﹤0.01%
180
2128
$0 ﹤0.01%
50
2129
– –
-11,000
2130
– –
-25,100
2131
– –
-100
2132
$0 ﹤0.01%
3,366
2133
– –
-7,000
2134
$0 ﹤0.01%
1,398
2135
$0 ﹤0.01%
600
2136
– –
-3,000
2137
$0 ﹤0.01%
4,920
2138
– –
-400
2139
– –
-21
2140
– –
-111
2141
– –
-200
2142
$0 ﹤0.01%
11,440
2143
– –
-92,839
2144
$0 ﹤0.01%
2,147
2145
$0 ﹤0.01%
825
2146
$0 ﹤0.01%
50,000
2147
$0 ﹤0.01%
250
2148
– –
-7,635
2149
$0 ﹤0.01%
2,067
2150
$0 ﹤0.01%
+3,000
84 85
86
87 88