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
2201
$0 ﹤0.01%
3,200
2202
– –
-1,800
2203
$0 ﹤0.01%
359
2204
– –
-3,300
2205
– –
-1,700
2206
$0 ﹤0.01%
1,250
2207
$0 ﹤0.01%
100
2208
$0 ﹤0.01%
188
2209
$0 ﹤0.01%
+1,006
2210
– –
-1
2211
$0 ﹤0.01%
+2,800
2212
$0 ﹤0.01%
1,400
2213
$0 ﹤0.01%
2,000
2214
– –
-700
2215
$0 ﹤0.01%
232
2216
– –
-20,000
2217
$0 ﹤0.01%
+1
2218
– –
-100
2219
$0 ﹤0.01%
1,350
2220
$0 ﹤0.01%
250
2221
– –
-1,000
2222
– –
-600
2223
$0 ﹤0.01%
100
2224
– –
-200
2225
$0 ﹤0.01%
5,000
+2,500
87 88
89
90 91