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
2301
$0 ﹤0.01%
2,200
2302
$0 ﹤0.01%
4,366
2303
– –
-9,827
2304
$0 ﹤0.01%
2
-1
2305
– –
-2,460
2306
– –
-520
2307
$0 ﹤0.01%
+4,800
2308
$0 ﹤0.01%
1,038
2309
$0 ﹤0.01%
2,000
2310
– –
-5,000
2311
$0 ﹤0.01%
2,500
2312
$0 ﹤0.01%
+3,000
2313
$0 ﹤0.01%
+3,000
2314
$0 ﹤0.01%
200
2315
$0 ﹤0.01%
+2,000
2316
– –
-1,000
2317
– –
-4,800
2318
– –
-451,848
2319
– –
-1,200
2320
$0 ﹤0.01%
400
2321
– –
-2,210
2322
$0 ﹤0.01%
1,104
2323
$0 ﹤0.01%
900
2324
$0 ﹤0.01%
1,673
2325
– –
-1,060
91 92
93
94 95