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
676
$237K 0.01%
10,300
677
$237K 0.01%
1,377
678
$236K 0.01%
24,500
679
$234K 0.01%
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$233K 0.01%
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682
$231K 0.01%
23,200
683
$231K 0.01%
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684
$228K 0.01%
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685
$227K 0.01%
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-637
686
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687
$226K 0.01%
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688
$224K 0.01%
9,099
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689
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690
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$221K 0.01%
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728
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$219K 0.01%
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$218K 0.01%
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695
$218K 0.01%
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696
$216K 0.01%
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697
$216K 0.01%
21,700
698
$215K 0.01%
5,020
699
$213K 0.01%
22,050
+2,700
700
$212K 0.01%
21,583
26 27
28
29 30