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
626
$282K 0.01%
10,585
627
$282K 0.01%
1,571
-1,145
628
$281K 0.01%
6,203
629
$279K 0.01%
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630
$279K 0.01%
28,428
+357
631
$278K 0.01%
12,700
632
$277K 0.01%
+10,000
633
$274K 0.01%
5,495
634
$273K 0.01%
10,424
+24
635
$273K 0.01%
5,559
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636
$272K 0.01%
18,870
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637
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638
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7,531
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639
$267K 0.01%
645
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641
$264K 0.01%
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642
$263K 0.01%
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643
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645
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$258K 0.01%
25,700
648
$256K 0.01%
3,483
649
$254K 0.01%
2,498
+117
650
$254K 0.01%
26,399
24 25
26
27 28