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
2276
$0 ﹤0.01%
3,100
2277
$0 ﹤0.01%
+1
2278
– –
-5,024
2279
– –
-6,700
2280
$0 ﹤0.01%
3,066
2281
$0 ﹤0.01%
28
2282
– –
-87
2283
– –
-5,000
2284
$0 ﹤0.01%
+1,000
2285
– –
-880
2286
$0 ﹤0.01%
8
2287
– –
-1,073
2288
– –
-32
2289
$0 ﹤0.01%
79
2290
– –
-850
2291
$0 ﹤0.01%
212
-2,888
2292
– –
-12,421
2293
– –
-5,000
2294
$0 ﹤0.01%
1,000
2295
$0 ﹤0.01%
2,500
2296
– –
-3
2297
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-15,000
2298
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-100
2299
– –
-400
2300
– –
-32,298
90 91
92
93 94