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
2301
– –
-60
2302
$0 ﹤0.01%
+11
2303
– –
-382
2304
$0 ﹤0.01%
+3
2305
– –
-335
2306
– –
-120
2307
– –
-125
2308
– –
-1,540
2309
– –
-75
2310
– –
-9
2311
– –
0
2312
$0 ﹤0.01%
39
2313
– –
-1,411
2314
– –
0
2315
$0 ﹤0.01%
5
2316
– –
-333,110
2317
– –
-5,900
2318
$0 ﹤0.01%
6,325
2319
– –
-600
2320
$0 ﹤0.01%
1
-706
2321
– –
-65
2322
$0 ﹤0.01%
+6
2323
– –
-769
2324
– –
-36
2325
– –
-300
91 92
93
94 95