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
301
$1.31M 0.04%
33,523
-944
302
$1.31M 0.04%
7,744
+11
303
$1.3M 0.04%
12,809
+32
304
$1.3M 0.04%
26,440
-3,200
305
$1.3M 0.04%
84,440
+10,689
306
$1.29M 0.04%
995
-34
307
$1.28M 0.04%
15,585
-6,970
308
$1.27M 0.04%
66,700
+12,600
309
$1.27M 0.04%
109,735
+15,600
310
$1.26M 0.04%
43,435
+1,625
311
$1.25M 0.04%
5,370
+54
312
$1.24M 0.03%
51,153
+985
313
$1.23M 0.03%
60,297
314
$1.23M 0.03%
349,999
315
$1.22M 0.03%
32,230
-409
316
$1.21M 0.03%
47,776
-5,198
317
$1.21M 0.03%
175,584
-13,266
318
$1.2M 0.03%
129,329
+17,017
319
$1.2M 0.03%
7,067
+164
320
$1.19M 0.03%
38,640
321
$1.19M 0.03%
25,906
+21,000
322
$1.19M 0.03%
80,523
+1,137
323
$1.18M 0.03%
120,240
324
$1.18M 0.03%
11,532
+328
325
$1.17M 0.03%
61,340
-2,700
11 12
13
14 15