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
2226
– –
-8,729
2227
$0 ﹤0.01%
2,332
2228
$0 ﹤0.01%
1,666
2229
– –
-6,000
2230
$0 ﹤0.01%
2,000
2231
$0 ﹤0.01%
300
2232
– –
-1,000
2233
$0 ﹤0.01%
500
2234
$0 ﹤0.01%
250
2235
– –
-100
2236
$0 ﹤0.01%
32
2237
$0 ﹤0.01%
1,550
2238
– –
-11,100
2239
– –
-19
2240
– –
-546
2241
– –
-1,510
2242
$0 ﹤0.01%
100
2243
– –
-15,600
2244
$0 ﹤0.01%
200
2245
– –
-3,000
2246
– –
-6,501
2247
$0 ﹤0.01%
6,666
2248
– –
-29,600
2249
$0 ﹤0.01%
3,000
2250
$0 ﹤0.01%
3,800
88 89
90
91 92