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
501
$476K 0.01%
128,342
-19,701
502
$475K 0.01%
65,067
503
$474K 0.01%
115,785
-22,250
504
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505
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48,246
506
$469K 0.01%
9,294
-470
507
$469K 0.01%
4,345
+1,377
508
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3,934
509
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1,552
+21
510
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29,903
+78
511
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47,000
512
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-40
513
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14,500
+1,050
514
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5,621
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515
$448K 0.01%
12,165
+4,997
516
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517
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17,500
518
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519
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25,330
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520
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14,131
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521
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522
$433K 0.01%
3,179
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523
$430K 0.01%
56,024
+26,406
524
$428K 0.01%
899
-25
525
$425K 0.01%
6,239
-50
19 20
21
22 23