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
2351
$0 ﹤0.01%
1,219
2352
– –
-137
2353
$0 ﹤0.01%
2,500
2354
– –
-1,250
2355
$0 ﹤0.01%
1,400
2356
– –
-928
2357
– –
-3,904
2358
$0 ﹤0.01%
308
2359
– –
-2,400
2360
$0 ﹤0.01%
8,800
2361
– –
-5,000
2362
– –
-5,000
2363
$0 ﹤0.01%
2,500
2364
– –
-44,000
2365
$0 ﹤0.01%
10,000
2366
– –
-1,600
2367
$0 ﹤0.01%
1,332
2368
– –
-5,000
2369
– –
-5,304
2370
– –
-1,600
2371
$0 ﹤0.01%
36
2372
$0 ﹤0.01%
2,250
2373
$0 ﹤0.01%
100
2374
$0 ﹤0.01%
4,098
2375
– –
-200
93 94
95
96 97