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
126
$5.73M 0.16%
113,245
+61,816
127
$5.62M 0.16%
313,787
+16,916
128
$5.62M 0.16%
268,029
-77,444
129
$5.61M 0.16%
26,317
+584
130
$5.59M 0.16%
32,520
+101
131
$5.56M 0.16%
51,383
+5,461
132
$5.55M 0.16%
141,551
+14,112
133
$5.52M 0.16%
160,952
+408
134
$5.48M 0.15%
41,585
+5,188
135
$5.46M 0.15%
540,788
-47,180
136
$5.42M 0.15%
27,518
+399
137
$5.38M 0.15%
39,640
-8,360
138
$5.37M 0.15%
335,702
+312,240
139
$5.37M 0.15%
123,050
-11,478
140
$5.36M 0.15%
28,439
+852
141
$5.29M 0.15%
88,900
+42,318
142
$5.23M 0.15%
164,792
-16,978
143
$5.14M 0.14%
210,891
-2,412
144
$5.07M 0.14%
155,130
-180,650
145
$5.03M 0.14%
58,968
-32,889
146
$5M 0.14%
189,295
+2,670
147
$4.89M 0.14%
22,093
-2,278
148
$4.88M 0.14%
59,533
-6,855
149
$4.78M 0.13%
83,350
-264
150
$4.61M 0.13%
99,298
-5,632
4 5
6
7 8