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
2401
– –
-1,700
2402
$0 ﹤0.01%
1,250
2403
– –
-300
2404
$0 ﹤0.01%
100
2405
$0 ﹤0.01%
188
2406
$0 ﹤0.01%
2,500
2407
– –
0
2408
$0 ﹤0.01%
+1,006
2409
– –
-1
2410
$0 ﹤0.01%
+2,800
2411
$0 ﹤0.01%
1,400
2412
$0 ﹤0.01%
2,000
2413
– –
-700
2414
$0 ﹤0.01%
232
2415
– –
-20,000
2416
$0 ﹤0.01%
+1
2417
– –
-100
2418
$0 ﹤0.01%
1,350
2419
$0 ﹤0.01%
1,225
2420
– –
-800
2421
$0 ﹤0.01%
6,194
2422
$0 ﹤0.01%
1,259
2423
– –
-6,300
2424
– –
-40,340
2425
$0 ﹤0.01%
667
95 96
97
98 99