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
251
$1.92M 0.05%
5,931
+104
252
$1.92M 0.05%
49,729
-129,830
253
$1.9M 0.05%
30,140
-7,834
254
$1.9M 0.05%
19,715
-3,742
255
$1.86M 0.05%
7,749
+29
256
$1.86M 0.05%
8,866
-83
257
$1.86M 0.05%
39,326
-20,187
258
$1.84M 0.05%
18,288
-2,495
259
$1.83M 0.05%
148,521
260
$1.82M 0.05%
12,929
+303
261
$1.82M 0.05%
10,822
-1,072
262
$1.82M 0.05%
20,015
+51
263
$1.81M 0.05%
132,428
-2,270
264
$1.81M 0.05%
11,226
+121
265
$1.79M 0.05%
49,887
+4,699
266
$1.78M 0.05%
30,655
+2,016
267
$1.77M 0.05%
6,548
+15
268
$1.77M 0.05%
107,570
269
$1.72M 0.05%
131,398
-25,730
270
$1.68M 0.05%
17,249
-494
271
$1.68M 0.05%
32,904
+32,174
272
$1.67M 0.05%
68,372
-47,198
273
$1.67M 0.05%
7,414
-599
274
$1.64M 0.05%
3,422
-99
275
$1.64M 0.05%
147,018
+68,974
9 10
11
12 13