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
426
$703K 0.02%
70,549
427
$687K 0.02%
70,192
428
$682K 0.02%
9,567
+360
429
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8,756
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430
$677K 0.02%
3,784
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431
$676K 0.02%
5,968
-67
432
$676K 0.02%
21,923
433
$672K 0.02%
110,787
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434
$670K 0.02%
21,276
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435
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34,777
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436
$662K 0.02%
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437
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438
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+7
439
$643K 0.02%
49,916
-146,955
440
$643K 0.02%
8,212
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441
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21,910
442
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9,092
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443
$637K 0.02%
2,144
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444
$635K 0.02%
52,821
445
$632K 0.02%
43,596
-76
446
$627K 0.02%
63,814
-500
447
$623K 0.02%
63,480
448
$611K 0.02%
25,813
+14,652
449
$610K 0.02%
407,160
450
$605K 0.02%
+34,090
16 17
18
19 20