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
226
$2.32M 0.07%
19,987
-272
227
$2.3M 0.06%
36,965
+8,740
228
$2.3M 0.06%
110,270
+60,010
229
$2.24M 0.06%
384,248
-144,410
230
$2.23M 0.06%
15,383
+778
231
$2.21M 0.06%
47,586
-12,787
232
$2.2M 0.06%
9,113
+42
233
$2.2M 0.06%
9,683
-181
234
$2.17M 0.06%
42,841
+13,202
235
$2.17M 0.06%
15,227
-350
236
$2.15M 0.06%
15,880
-3,027
237
$2.13M 0.06%
52,924
+41,040
238
$2.11M 0.06%
23,468
-2,199
239
$2.1M 0.06%
42,736
-791
240
$2.08M 0.06%
24,249
-1,590
241
$2.05M 0.06%
48,578
-4,752
242
$2.04M 0.06%
74,602
+4,842
243
$2.04M 0.06%
124,055
-66,070
244
$2.04M 0.06%
132,739
+25,924
245
$2.04M 0.06%
207,500
-10,000
246
$2.02M 0.06%
12,398
-1,314
247
$2M 0.06%
23,890
+3,574
248
$2M 0.06%
42,780
+2,602
249
$1.96M 0.06%
128,609
+1,750
250
$1.93M 0.05%
195,986
8 9
10
11 12