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
51
$14.9M 0.42%
737,148
+84,672
52
$14.8M 0.42%
164,654
+5,226
53
$14.1M 0.4%
103,742
+1,255
54
$13.9M 0.39%
152,579
+35
55
$12.9M 0.36%
83,994
+551
56
$12.5M 0.35%
123,281
+249
57
$12.4M 0.35%
39,411
-517
58
$11.6M 0.33%
505,685
-24,144
59
$11.5M 0.33%
457,994
60
$11.4M 0.32%
194,387
+11,088
61
$11.3M 0.32%
68,079
+1,670
62
$11.1M 0.31%
415,660
-57,858
63
$10.9M 0.31%
1,133,689
-100,000
64
$10.9M 0.31%
361,020
-240,028
65
$10.9M 0.31%
497,974
-53,117
66
$10.7M 0.3%
60,614
-932
67
$10.6M 0.3%
254,618
-20,910
68
$10.3M 0.29%
42,186
-826
69
$10.2M 0.29%
67,823
+1,910
70
$10M 0.28%
295,248
+37,779
71
$10M 0.28%
358,411
-528,860
72
$9.96M 0.28%
220,245
+2,185
73
$9.9M 0.28%
110,769
-36,910
74
$9.87M 0.28%
292,508
-6,526
75
$9.85M 0.28%
75,096
+12,760
1 2
3
4 5