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
2051
$1K ﹤0.01%
5,850
2052
$1K ﹤0.01%
3,198
2053
$1K ﹤0.01%
2,500
2054
$1K ﹤0.01%
7,200
2055
$1K ﹤0.01%
11,600
2056
$1K ﹤0.01%
3,332
2057
$1K ﹤0.01%
2,700
2058
$1K ﹤0.01%
+100
2059
$1K ﹤0.01%
+8,600
2060
$1K ﹤0.01%
6,700
2061
$1K ﹤0.01%
10,000
2062
$1K ﹤0.01%
5,032
2063
$1K ﹤0.01%
5,500
2064
$1K ﹤0.01%
1,775
2065
$1K ﹤0.01%
3,750
2066
$1K ﹤0.01%
7,718
2067
– –
-3,000
2068
$0 ﹤0.01%
400
2069
– –
-900
2070
$0 ﹤0.01%
180
2071
$0 ﹤0.01%
50
2072
– –
-11,000
2073
– –
-25,100
2074
– –
-100
2075
$0 ﹤0.01%
3,366
81 82
83
84 85