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
2426
$0 ﹤0.01%
1,038
2427
$0 ﹤0.01%
2,000
2428
– –
-5,000
2429
$0 ﹤0.01%
2,500
2430
$0 ﹤0.01%
+3,000
2431
$0 ﹤0.01%
+3,000
2432
$0 ﹤0.01%
+529
2433
$0 ﹤0.01%
2,500
2434
– –
-2,000
2435
– –
-2,600
2436
$0 ﹤0.01%
1,300
2437
$0 ﹤0.01%
1,259
2438
– –
-6,300
2439
– –
-40,340
2440
$0 ﹤0.01%
667
2441
– –
-1,335
2442
– –
-7,809
2443
$0 ﹤0.01%
1,600
2444
– –
-200
2445
$0 ﹤0.01%
3,200
2446
– –
-1,800
2447
– –
-5,000
2448
$0 ﹤0.01%
5,000
+2,500
2449
– –
-659
2450
– –
-193
96 97
98
99 100