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
2401
$0 ﹤0.01%
3,100
2402
– –
-3,000
2403
– –
-1,395
2404
$0 ﹤0.01%
300
2405
$0 ﹤0.01%
3,350
+100
2406
$0 ﹤0.01%
4,000
+1,500
2407
– –
-3,000
2408
$0 ﹤0.01%
2,500
2409
– –
-15,656
2410
– –
-5,600
2411
$0 ﹤0.01%
1,219
2412
– –
-137
2413
$0 ﹤0.01%
2,500
2414
– –
-1,250
2415
$0 ﹤0.01%
1,400
2416
– –
-928
2417
– –
-3,904
2418
$0 ﹤0.01%
308
2419
– –
-2,400
2420
– –
-520
2421
$0 ﹤0.01%
2,000
2422
– –
-5,000
2423
– –
-2,390
2424
– –
-256
2425
– –
-300
95 96
97
98 99