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
2176
$0 ﹤0.01%
1,050
-200
2177
$0 ﹤0.01%
332
2178
– –
-1,000
2179
$0 ﹤0.01%
1,832
2180
$0 ﹤0.01%
2,500
2181
$0 ﹤0.01%
+1,250
2182
$0 ﹤0.01%
8,400
2183
$0 ﹤0.01%
666
2184
– –
-2,400
2185
– –
-2,000
2186
– –
-603
2187
– –
-500
2188
$0 ﹤0.01%
250
2189
$0 ﹤0.01%
1,704
2190
$0 ﹤0.01%
1,666
2191
$0 ﹤0.01%
1,666
2192
$0 ﹤0.01%
2,500
2193
– –
-348,091
2194
$0 ﹤0.01%
1,000
2195
– –
-3,000
2196
$0 ﹤0.01%
2,500
2197
– –
-5,000
2198
$0 ﹤0.01%
47
2199
– –
-200
2200
$0 ﹤0.01%
18
86 87
88
89 90