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
1051
$60K ﹤0.01%
347
1052
$60K ﹤0.01%
6,000
1053
$59K ﹤0.01%
707
1054
$59K ﹤0.01%
149
+53
1055
$59K ﹤0.01%
340
1056
$59K ﹤0.01%
5,900
1057
$59K ﹤0.01%
895
1058
$58K ﹤0.01%
5,895
1059
$57K ﹤0.01%
5,050
1060
$57K ﹤0.01%
2,500
-4,250
1061
$56K ﹤0.01%
933
-250
1062
$56K ﹤0.01%
2,834
1063
$56K ﹤0.01%
4,466
1064
$55K ﹤0.01%
2,700
1065
$55K ﹤0.01%
2,076
1066
$55K ﹤0.01%
5,000
1067
$55K ﹤0.01%
466
1068
$54K ﹤0.01%
5,000
1069
$54K ﹤0.01%
1,600
1070
$54K ﹤0.01%
1,750
1071
$54K ﹤0.01%
1,300
+100
1072
$54K ﹤0.01%
1,500
1073
$54K ﹤0.01%
5,500
1074
$53K ﹤0.01%
1,500
1075
$53K ﹤0.01%
920
-297
41 42
43
44 45