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
2226
– –
-659
2227
– –
-193
2228
– –
-670
2229
$0 ﹤0.01%
300
2230
$0 ﹤0.01%
1,050
-200
2231
$0 ﹤0.01%
332
2232
– –
-1,000
2233
$0 ﹤0.01%
1,832
2234
$0 ﹤0.01%
2,500
2235
$0 ﹤0.01%
+1,250
2236
$0 ﹤0.01%
8,400
2237
$0 ﹤0.01%
666
2238
– –
-2,400
2239
– –
-2,000
2240
– –
-603
2241
– –
-500
2242
$0 ﹤0.01%
250
2243
$0 ﹤0.01%
1,704
2244
$0 ﹤0.01%
1,666
2245
$0 ﹤0.01%
1,666
2246
$0 ﹤0.01%
2,500
2247
– –
-348,091
2248
$0 ﹤0.01%
1,000
2249
– –
-3,000
2250
$0 ﹤0.01%
2,500
88 89
90
91 92