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
2351
– –
-28
2352
– –
0
2353
$0 ﹤0.01%
6
2354
$0 ﹤0.01%
4
-118
2355
$0 ﹤0.01%
5,050
2356
– –
-12,421
2357
– –
-5,000
2358
– –
-100
2359
$0 ﹤0.01%
2,500
2360
– –
-3
2361
– –
-15,000
2362
– –
-100
2363
– –
-400
2364
$0 ﹤0.01%
4,366
2365
– –
-9,827
2366
$0 ﹤0.01%
3
-2
2367
– –
-2,460
2368
$0 ﹤0.01%
+4,800
2369
$0 ﹤0.01%
1,038
2370
– –
-5,000
2371
$0 ﹤0.01%
2,500
2372
$0 ﹤0.01%
+3,000
2373
$0 ﹤0.01%
+3,000
2374
$0 ﹤0.01%
200
2375
$0 ﹤0.01%
+2,000
93 94
95
96 97