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
2426
– –
-1,335
2427
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-7,809
2428
$0 ﹤0.01%
1,600
2429
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-168
2430
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-600
2431
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-300
2432
$0 ﹤0.01%
2
2433
– –
-146,841
2434
$0 ﹤0.01%
100
2435
– –
-50
2436
– –
-600
2437
– –
-123
2438
– –
0
2439
$0 ﹤0.01%
+14
2440
$0 ﹤0.01%
287
2441
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0
2442
$0 ﹤0.01%
50
2443
– –
-8
2444
$0 ﹤0.01%
3
2445
– –
-10,675
2446
– –
-335
2447
$0 ﹤0.01%
8
2448
– –
-1,786
2449
– –
-282
2450
$0 ﹤0.01%
16
-11
96 97
98
99 100