AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
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
2,761
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
2151
– –
-3,000
2152
– –
-2,000
2153
$0 ﹤0.01%
1,450
2154
$0 ﹤0.01%
1,679
2155
– –
-12,650
2156
$0 ﹤0.01%
142
2157
$0 ﹤0.01%
1,000
2158
$0 ﹤0.01%
+100
2159
– –
-1,700
2160
$0 ﹤0.01%
1,250
2161
– –
-300
2162
$0 ﹤0.01%
100
2163
$0 ﹤0.01%
188
2164
$0 ﹤0.01%
2,500
2165
– –
0
2166
$0 ﹤0.01%
+1,006
2167
– –
-1
2168
$0 ﹤0.01%
+2,800
2169
$0 ﹤0.01%
1,400
2170
$0 ﹤0.01%
2,000
2171
– –
-700
2172
$0 ﹤0.01%
232
2173
– –
-20,000
2174
$0 ﹤0.01%
+1
2175
– –
-100
85 86
87
88 89