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
451
$599K 0.02%
61,050
452
$598K 0.02%
1,552
+5
453
$594K 0.02%
24,713
454
$592K 0.02%
11,950
+953
455
$591K 0.02%
31,970
-10,000
456
$589K 0.02%
137,181
+52,901
457
$589K 0.02%
108,003
+31,790
458
$587K 0.02%
483
+48
459
$586K 0.02%
26,232
-52,730
460
$584K 0.02%
59,519
461
$577K 0.02%
32,280
462
$571K 0.02%
53,428
+27,262
463
$569K 0.02%
57,913
464
$568K 0.02%
10,249
-10,989
465
$568K 0.02%
106,403
466
$566K 0.02%
58,600
467
$555K 0.02%
19,164
-4,669
468
$553K 0.02%
10,280
+5
469
$551K 0.02%
5,018
+26
470
$550K 0.02%
56,000
471
$549K 0.02%
112,148
+28,100
472
$548K 0.02%
7,839
+10
473
$545K 0.02%
21,490
474
$539K 0.02%
21,552
475
$532K 0.02%
115,480
+213
17 18
19
20 21