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
2176
– –
-1,600
2177
$0 ﹤0.01%
36
2178
$0 ﹤0.01%
2,250
2179
$0 ﹤0.01%
100
2180
$0 ﹤0.01%
4,098
2181
– –
-200
2182
$0 ﹤0.01%
4,300
2183
$0 ﹤0.01%
66
2184
$0 ﹤0.01%
5,000
2185
$0 ﹤0.01%
132
2186
– –
0
2187
$0 ﹤0.01%
1,000
2188
$0 ﹤0.01%
2,700
2189
$0 ﹤0.01%
6,132
2190
$0 ﹤0.01%
50
2191
– –
-100
2192
– –
-54
2193
$0 ﹤0.01%
119
2194
– –
-600
2195
– –
-100
2196
$0 ﹤0.01%
25
2197
$0 ﹤0.01%
2,000
2198
$0 ﹤0.01%
579
2199
$0 ﹤0.01%
87
2200
– –
-200
86 87
88
89 90