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
101
$7.47M 0.21%
223,193
+78,313
102
$7.26M 0.2%
164,403
-8,016
103
$7.1M 0.2%
162,571
+69,960
104
$6.95M 0.2%
1,029,237
-349,093
105
$6.81M 0.19%
433,184
-4,932
106
$6.74M 0.19%
348,510
-30,650
107
$6.71M 0.19%
52,498
+11,538
108
$6.68M 0.19%
61,521
-276
109
$6.56M 0.18%
1,068,666
+618,666
110
$6.47M 0.18%
363,695
-10,423
111
$6.42M 0.18%
2,665,879
112
$6.33M 0.18%
3,769,609
+600
113
$6.33M 0.18%
37,561
+2,559
114
$6.3M 0.18%
64,474
+4,862
115
$6.28M 0.18%
153,947
-4,453
116
$6.05M 0.17%
69,965
+40
117
$5.98M 0.17%
884,618
-107,030
118
$5.95M 0.17%
69,442
-6,454
119
$5.95M 0.17%
21,215
-8,589
120
$5.94M 0.17%
578,961
-1,320,234
121
$5.87M 0.17%
114,724
+114,110
122
$5.85M 0.16%
29,846
-443
123
$5.84M 0.16%
115,161
+2,347
124
$5.84M 0.16%
17,901
-2,602
125
$5.74M 0.16%
219,948
-8,079
3 4
5
6 7