AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
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
576
$336K 0.01%
644,081
+38,564
577
$335K 0.01%
34,900
578
$334K 0.01%
34,077
-12,700
579
$334K 0.01%
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580
$332K 0.01%
4,341
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581
$331K 0.01%
34,000
582
$327K 0.01%
24,250
583
$326K 0.01%
3,067
-185
584
$325K 0.01%
+3,000
585
$322K 0.01%
5,073
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586
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656
587
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588
$321K 0.01%
32,816
589
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32,000
590
$319K 0.01%
32,500
591
$314K 0.01%
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592
$313K 0.01%
5,057
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593
$313K 0.01%
497,000
+120,850
594
$312K 0.01%
45,112
595
$311K 0.01%
15,317
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596
$310K 0.01%
5,616
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597
$310K 0.01%
22,662
598
$309K 0.01%
5,074
599
$308K 0.01%
12,734
600
$307K 0.01%
1,588
22 23
24
25 26