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
401
$766K 0.02%
124,955
402
$765K 0.02%
78,397
-100
403
$763K 0.02%
12,776
+67
404
$761K 0.02%
15,918
405
$760K 0.02%
40,250
+39,080
406
$759K 0.02%
28,105
+2,902
407
$758K 0.02%
23,538
-24,363
408
$754K 0.02%
77,269
409
$748K 0.02%
25,235
+395
410
$743K 0.02%
137,920
411
$741K 0.02%
16,293
+43
412
$737K 0.02%
30,882
+261
413
$732K 0.02%
1,347
-138
414
$730K 0.02%
41,653
+12,864
415
$729K 0.02%
65,601
416
$726K 0.02%
74,200
417
$724K 0.02%
5,124
+316
418
$723K 0.02%
74,032
419
$722K 0.02%
73,806
-100
420
$719K 0.02%
73,794
421
$719K 0.02%
73,588
422
$712K 0.02%
72,699
423
$710K 0.02%
27,533
-5,361
424
$709K 0.02%
42,306
+1,360
425
$703K 0.02%
139,342
-38,592
15 16
17
18 19