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
351
$986K 0.03%
12,959
352
$970K 0.03%
55,015
+14,261
353
$967K 0.03%
6,320
+26
354
$966K 0.03%
6,120
+43
355
$965K 0.03%
98,407
356
$960K 0.03%
41,256
-17,435
357
$957K 0.03%
122,607
358
$951K 0.03%
23,469
+441
359
$939K 0.03%
95,719
360
$934K 0.03%
8,163
+2
361
$930K 0.03%
19,100
-6,496
362
$915K 0.03%
169,730
+16,567
363
$910K 0.03%
296,475
-35,685
364
$908K 0.03%
124,720
-1,630
365
$903K 0.03%
9,139
+315
366
$898K 0.03%
6,937
+415
367
$891K 0.03%
90,757
368
$890K 0.03%
90,507
369
$889K 0.03%
31,696
-45,103
370
$883K 0.02%
2,053
+76
371
$879K 0.02%
91,094
372
$877K 0.02%
60,432
373
$873K 0.02%
21,771
-453
374
$868K 0.02%
46,583
-3,500
375
$864K 0.02%
19,915
+4,204
13 14
15
16 17