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
2376
– –
-1,000
2377
– –
-4,800
2378
$0 ﹤0.01%
687
2379
– –
-451,848
2380
– –
-1,200
2381
$0 ﹤0.01%
400
2382
– –
-2,210
2383
$0 ﹤0.01%
1,104
2384
$0 ﹤0.01%
900
2385
$0 ﹤0.01%
1,673
2386
$0 ﹤0.01%
+529
2387
$0 ﹤0.01%
2,500
2388
– –
-2,000
2389
– –
-2,600
2390
$0 ﹤0.01%
1,300
2391
– –
-3,000
2392
$0 ﹤0.01%
666
2393
– –
-2,000
2394
– –
-30,000
2395
– –
-2,700
2396
$0 ﹤0.01%
2,500
2397
– –
-19,900
2398
$0 ﹤0.01%
4,550
2399
– –
-5,000
2400
$0 ﹤0.01%
13
94 95
96
97 98