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
551
$384K 0.01%
39,140
552
$383K 0.01%
22,479
-2,000
553
$382K 0.01%
29,113
+28,563
554
$382K 0.01%
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555
$379K 0.01%
2,073
556
$377K 0.01%
38,511
557
$370K 0.01%
790
558
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37,623
559
$368K 0.01%
37,000
560
$365K 0.01%
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561
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3,000
562
$360K 0.01%
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563
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6,093
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564
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565
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35,000
566
$347K 0.01%
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567
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570
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573
$339K 0.01%
4,610
-2,700
574
$339K 0.01%
5,464
-204
575
$339K 0.01%
45,846
21 22
23
24 25