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
2276
$0 ﹤0.01%
1,666
2277
– –
-6,000
2278
$0 ﹤0.01%
2,000
2279
$0 ﹤0.01%
300
2280
– –
-600
2281
– –
-1,000
2282
$0 ﹤0.01%
500
2283
$0 ﹤0.01%
250
2284
– –
-100
2285
$0 ﹤0.01%
32
2286
$0 ﹤0.01%
1,550
2287
– –
-11,100
2288
– –
-19
2289
– –
-546
2290
– –
-1,510
2291
– –
-5,925
2292
– –
-27
2293
– –
-273,403
2294
$0 ﹤0.01%
20
2295
– –
-23
2296
– –
-5,000
2297
– –
-28
2298
$0 ﹤0.01%
3
-247
2299
– –
-160
2300
– –
-27
90 91
92
93 94