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
476
$524K 0.01%
20,050
-200
477
$521K 0.01%
6,732
478
$520K 0.01%
+6,150
479
$518K 0.01%
2,034
480
$512K 0.01%
80,728
481
$511K 0.01%
6,041
+71
482
$507K 0.01%
8,117
-583
483
$506K 0.01%
19,966
484
$505K 0.01%
11,103
485
$501K 0.01%
51,128
486
$501K 0.01%
51,100
487
$500K 0.01%
27,766
488
$497K 0.01%
11,950
+2,250
489
$496K 0.01%
3,253
490
$496K 0.01%
50,072
491
$495K 0.01%
50,618
492
$494K 0.01%
17,300
+200
493
$493K 0.01%
50,470
494
$490K 0.01%
50,000
495
$489K 0.01%
35,265
+1,500
496
$489K 0.01%
10,668
-103
497
$486K 0.01%
154,900
498
$478K 0.01%
16,865
+55
499
$478K 0.01%
48,063
500
$477K 0.01%
2,377
+3
18 19
20
21 22