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
26
$27.6M 0.78%
191,837
+2,997
27
$26.1M 0.73%
1,751,517
-22,875
28
$26M 0.73%
339,033
+55,333
29
$25.3M 0.71%
92,835
+2,317
30
$25.2M 0.71%
+308,348
31
$25.1M 0.71%
279,197
+59,808
32
$24.1M 0.68%
86,710
+812
33
$23.7M 0.67%
187,953
+1,479
34
$22.8M 0.64%
92,492
+1,575
35
$22M 0.62%
153,628
+2,550
36
$20.6M 0.58%
576,886
+2,999
37
$19.3M 0.54%
1,379,011
+250,000
38
$19.1M 0.54%
185,374
39
$18.8M 0.53%
237,701
+3,662
40
$18.6M 0.52%
182,154
+2,250
41
$18.2M 0.51%
760,810
-68,716
42
$17.5M 0.49%
1,758,044
+564,042
43
$17.5M 0.49%
28,777
+1,066
44
$17M 0.48%
512,835
+3,166
45
$17M 0.48%
258,416
-3,296
46
$16.5M 0.46%
150,760
+6,340
47
$16M 0.45%
169,358
+425
48
$15.7M 0.44%
147,382
+8,622
49
$15.5M 0.44%
1,303,816
+142,207
50
$15M 0.42%
76,223
-2,154
1
2
3 4 5