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
2451
$0 ﹤0.01%
1,750
2452
– –
-5,000
2453
$0 ﹤0.01%
+1,000
2454
– –
-880
2455
$0 ﹤0.01%
8
2456
– –
-32
2457
– –
-490
2458
$0 ﹤0.01%
5,298
2459
$0 ﹤0.01%
1,116
2460
– –
-500
2461
$0 ﹤0.01%
2,200
2462
$0 ﹤0.01%
+103
2463
– –
-207
2464
$0 ﹤0.01%
1,550
2465
$0 ﹤0.01%
2,529
2466
$0 ﹤0.01%
3,332
2467
– –
-2,700
2468
$0 ﹤0.01%
200
2469
– –
-13,100
2470
$0 ﹤0.01%
28
2471
$0 ﹤0.01%
1,666
2472
$0 ﹤0.01%
250
2473
$0 ﹤0.01%
39
2474
$0 ﹤0.01%
1,002
+2
2475
$0 ﹤0.01%
11,439
97 98
99
100 101