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
526
$422K 0.01%
1,939
527
$421K 0.01%
5,310
528
$421K 0.01%
43,040
+3,000
529
$419K 0.01%
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530
$417K 0.01%
71,073
+23,724
531
$414K 0.01%
3,662
-471
532
$413K 0.01%
23,968
533
$412K 0.01%
41,993
534
$411K 0.01%
90,210
535
$411K 0.01%
42,482
536
$409K 0.01%
4,063
-7,075
537
$402K 0.01%
10,311
538
$402K 0.01%
4,389
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539
$398K 0.01%
137,810
540
$398K 0.01%
9,316
541
$397K 0.01%
40,872
542
$396K 0.01%
23,587
543
$392K 0.01%
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544
$392K 0.01%
8,883
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545
$391K 0.01%
40,029
546
$390K 0.01%
1,525
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547
$390K 0.01%
39,838
548
$387K 0.01%
40,000
549
$386K 0.01%
38,400
550
$384K 0.01%
10,898
20 21
22
23 24