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
1626
$5K ﹤0.01%
37
1627
$5K ﹤0.01%
100
1628
$5K ﹤0.01%
280
1629
$5K ﹤0.01%
59,722
1630
$5K ﹤0.01%
40
1631
$5K ﹤0.01%
18
1632
$5K ﹤0.01%
261
-23
1633
$5K ﹤0.01%
175
-19
1634
$5K ﹤0.01%
213
1635
$5K ﹤0.01%
65
1636
$5K ﹤0.01%
+93
1637
$5K ﹤0.01%
200
1638
$5K ﹤0.01%
100
1639
$5K ﹤0.01%
21
1640
$5K ﹤0.01%
28,000
1641
$5K ﹤0.01%
44,500
+2,000
1642
$5K ﹤0.01%
20,000
1643
$5K ﹤0.01%
59,000
1644
$5K ﹤0.01%
71,000
+1,000
1645
$5K ﹤0.01%
800
1646
$5K ﹤0.01%
28,150
1647
$5K ﹤0.01%
+230
1648
$4K ﹤0.01%
195
-150
1649
$4K ﹤0.01%
80
+5
1650
$4K ﹤0.01%
+541
64 65
66
67 68