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
776
$159K ﹤0.01%
3,000
777
$159K ﹤0.01%
15,951
778
$158K ﹤0.01%
6,829
779
$157K ﹤0.01%
5,066
-3,649
780
$156K ﹤0.01%
991
+124
781
$156K ﹤0.01%
+1,755
782
$156K ﹤0.01%
15,806
783
$156K ﹤0.01%
15,800
784
$155K ﹤0.01%
6,937
785
$155K ﹤0.01%
15,865
-2,200
786
$154K ﹤0.01%
1,430
787
$154K ﹤0.01%
15,437
788
$152K ﹤0.01%
5,597
+184
789
$152K ﹤0.01%
+74,945
790
$152K ﹤0.01%
15,200
791
$151K ﹤0.01%
2,009
+1,249
792
$151K ﹤0.01%
519
793
$151K ﹤0.01%
15,178
794
$151K ﹤0.01%
15,000
795
$149K ﹤0.01%
8,754
796
$149K ﹤0.01%
15,200
797
$148K ﹤0.01%
15,000
798
$147K ﹤0.01%
4,300
799
$147K ﹤0.01%
15,000
800
$147K ﹤0.01%
15,000
30 31
32
33 34