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
2376
$0 ﹤0.01%
4,300
2377
$0 ﹤0.01%
66
2378
$0 ﹤0.01%
5,000
2379
$0 ﹤0.01%
132
2380
– –
-400
2381
– –
0
2382
$0 ﹤0.01%
1,600
2383
$0 ﹤0.01%
2,700
2384
$0 ﹤0.01%
6,132
2385
$0 ﹤0.01%
50
2386
– –
-100
2387
– –
-54
2388
$0 ﹤0.01%
119
2389
$0 ﹤0.01%
250
2390
– –
-600
2391
– –
-100
2392
$0 ﹤0.01%
25
2393
$0 ﹤0.01%
2,000
2394
$0 ﹤0.01%
579
2395
$0 ﹤0.01%
87
2396
– –
-200
2397
$0 ﹤0.01%
3,200
2398
– –
-1,800
2399
$0 ﹤0.01%
359
2400
– –
-3,300
94 95
96
97 98