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
376
$860K 0.02%
87,634
377
$851K 0.02%
16,398
-5,657
378
$846K 0.02%
103,240
379
$843K 0.02%
787,487
-157,936
380
$841K 0.02%
68,001
+42,797
381
$832K 0.02%
8,672
+6
382
$831K 0.02%
92,360
383
$831K 0.02%
41,740
+38,373
384
$828K 0.02%
157,419
-135,176
385
$814K 0.02%
21,250
-5,280
386
$812K 0.02%
55,794
-300,871
387
$810K 0.02%
156,175
388
$808K 0.02%
21,515
-461
389
$804K 0.02%
36,729
390
$803K 0.02%
82,131
+2,000
391
$802K 0.02%
4,610
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392
$800K 0.02%
11,014
393
$795K 0.02%
54,173
+15,823
394
$792K 0.02%
4,557
395
$790K 0.02%
9,617
396
$789K 0.02%
33,006
+6,694
397
$787K 0.02%
345,150
+70,738
398
$781K 0.02%
3,317
+8
399
$779K 0.02%
14,379
+222
400
$773K 0.02%
281,202
+169,740
14 15
16
17 18