AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
– –
-3,904
2377
$0 ﹤0.01%
308
2378
– –
-2,400
2379
$0 ﹤0.01%
8,800
2380
– –
-5,000
2381
– –
-5,000
2382
$0 ﹤0.01%
2,500
2383
– –
-44,000
2384
$0 ﹤0.01%
10,000
2385
– –
-1,600
2386
$0 ﹤0.01%
1,332
2387
– –
-5,000
2388
– –
-5,304
2389
– –
-168
2390
– –
-1,600
2391
$0 ﹤0.01%
36
2392
$0 ﹤0.01%
2,250
2393
$0 ﹤0.01%
100
2394
$0 ﹤0.01%
4,098
2395
– –
-200
2396
$0 ﹤0.01%
4,300
2397
$0 ﹤0.01%
66
2398
$0 ﹤0.01%
5,000
2399
$0 ﹤0.01%
132
2400
– –
-400
94 95
96
97 98