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
76
$9.79M 0.28%
350,507
+106,722
77
$9.74M 0.27%
84,593
+37,871
78
$9.68M 0.27%
88,880
-300
79
$9.63M 0.27%
20,083
+671
80
$9.37M 0.26%
128,810
-17,580
81
$9.33M 0.26%
190,297
+4,377
82
$9.28M 0.26%
146,974
+32,180
83
$9.22M 0.26%
461,100
+375,190
84
$9.12M 0.26%
96,649
-84,739
85
$9.1M 0.26%
213,354
-219,023
86
$8.89M 0.25%
96,979
+962
87
$8.86M 0.25%
115,499
-36,352
88
$8.83M 0.25%
445,045
+14,469
89
$8.71M 0.25%
23,078
-458
90
$8.58M 0.24%
92,876
+605
91
$8.52M 0.24%
162,477
-14,465
92
$8.4M 0.24%
412,233
+50,733
93
$8.33M 0.23%
222,586
+13,242
94
$7.94M 0.22%
138,684
+3,530
95
$7.86M 0.22%
1,391,127
96
$7.8M 0.22%
48,680
97
$7.79M 0.22%
117,950
-6,000
98
$7.74M 0.22%
338,669
-22,620
99
$7.57M 0.21%
82,982
+1,416
100
$7.55M 0.21%
78,599
-8,236
2 3
4
5 6