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
701
$212K 0.01%
5,933
+442
702
$211K 0.01%
7,200
+600
703
$208K 0.01%
19,691
704
$207K 0.01%
+9,846
705
$206K 0.01%
757
-55
706
$206K 0.01%
20,900
707
$205K 0.01%
2,894
708
$203K 0.01%
1,203
+3
709
$203K 0.01%
725
710
$202K 0.01%
3,184
-30,292
711
$200K 0.01%
20,000
712
$199K 0.01%
13,319
713
$199K 0.01%
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714
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20,000
715
$198K 0.01%
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716
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20,000
717
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718
$196K 0.01%
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719
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20,100
720
$196K 0.01%
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721
$194K 0.01%
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$193K 0.01%
38,443
724
$193K 0.01%
17,713
-409
725
$193K 0.01%
1,826
27 28
29
30 31