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
2251
– –
-5,000
2252
$0 ﹤0.01%
47
2253
– –
-200
2254
$0 ﹤0.01%
18
2255
$0 ﹤0.01%
1,500
2256
$0 ﹤0.01%
3,700
2257
– –
-3,700
2258
$0 ﹤0.01%
1,000
2259
– –
-680
2260
– –
-5,000
2261
$0 ﹤0.01%
1,819
+569
2262
– –
-2,278
2263
– –
-1,000
2264
– –
-3,256
2265
– –
-24,800
2266
– –
-18,679
2267
$0 ﹤0.01%
10,639
2268
$0 ﹤0.01%
66
2269
– –
-100
2270
$0 ﹤0.01%
50
2271
$0 ﹤0.01%
1,194
2272
$0 ﹤0.01%
1,000
2273
– –
-10,000
2274
– –
-8,729
2275
$0 ﹤0.01%
2,332
89 90
91
92 93