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
2151
$0 ﹤0.01%
1,666
2152
$0 ﹤0.01%
2,500
2153
$0 ﹤0.01%
2,600
2154
– –
-3,000
2155
– –
-2,000
2156
$0 ﹤0.01%
1,450
2157
$0 ﹤0.01%
1,679
2158
– –
-12,650
2159
$0 ﹤0.01%
142
2160
$0 ﹤0.01%
1,000
2161
$0 ﹤0.01%
+100
2162
$0 ﹤0.01%
8,800
2163
– –
-5,000
2164
– –
-5,000
2165
$0 ﹤0.01%
2,500
2166
– –
-44,000
2167
$0 ﹤0.01%
10,000
2168
– –
-1,600
2169
– –
-6,300
2170
– –
-40,340
2171
$0 ﹤0.01%
667
2172
– –
-1,335
2173
– –
-7,809
2174
$0 ﹤0.01%
1,600
2175
– –
-168
85 86
87
88 89