AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
2,761
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 Consumer Discretionary 10.91%
3 Technology 10.85%
4 Financials 10.76%
5 Healthcare 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
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-1,540
2477
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2478
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-9
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2482
$0 ﹤0.01%
39
2483
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2485
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5
2486
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2487
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2489
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2490
$0 ﹤0.01%
58
2491
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-333,110
2492
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2493
$0 ﹤0.01%
6,325
2494
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2495
$0 ﹤0.01%
1
-706
2496
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2497
$0 ﹤0.01%
+6
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-36
2500
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-300
98 99
100
101 102