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
2226
– –
-6,000
2227
$0 ﹤0.01%
2,000
2228
$0 ﹤0.01%
300
2229
– –
-1,000
2230
$0 ﹤0.01%
500
2231
$0 ﹤0.01%
250
2232
– –
-100
2233
$0 ﹤0.01%
32
2234
$0 ﹤0.01%
1,550
2235
– –
-11,100
2236
– –
-19
2237
– –
-546
2238
– –
-1,510
2239
$0 ﹤0.01%
100
2240
– –
-15,600
2241
$0 ﹤0.01%
200
2242
$0 ﹤0.01%
1,600
2243
– –
-3,000
2244
– –
-6,501
2245
$0 ﹤0.01%
6,666
2246
– –
-29,600
2247
$0 ﹤0.01%
3,000
2248
$0 ﹤0.01%
3,800
2249
– –
-5,000
2250
– –
-3,600
88 89
90
91 92