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
2426
– –
-335
2427
– –
-741
2428
– –
-625
2429
$0 ﹤0.01%
12
2430
– –
-500
2431
$0 ﹤0.01%
125
2432
– –
-300
2433
– –
0
2434
– –
-26,538
2435
$0 ﹤0.01%
+2
2436
– –
-3,230
2437
$0 ﹤0.01%
2,200
2438
$0 ﹤0.01%
1,332
2439
– –
-5,000
2440
$0 ﹤0.01%
6,194
2441
– –
-5,304
2442
$0 ﹤0.01%
1,259
2443
$0 ﹤0.01%
2,500
2444
– –
0
2445
$0 ﹤0.01%
1,225
2446
– –
-800
2447
$0 ﹤0.01%
266
2448
$0 ﹤0.01%
+2,000
2449
$0 ﹤0.01%
335
2450
$0 ﹤0.01%
1,200
96 97
98
99 100