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
151
$4.6M 0.13%
118,555
-13,687
152
$4.41M 0.12%
295,768
-11,509
153
$4.33M 0.12%
94,464
-13,300
154
$4.3M 0.12%
66,046
+10,539
155
$4.26M 0.12%
1,875,607
+390,406
156
$4.19M 0.12%
40,948
+1,000
157
$4.16M 0.12%
142,987
+478
158
$4.13M 0.12%
1,068,531
159
$4.11M 0.12%
89,785
+30,806
160
$4.04M 0.11%
57,869
-3,183
161
$4.01M 0.11%
52,455
+6,364
162
$3.94M 0.11%
52,840
-51,330
163
$3.93M 0.11%
43,138
-464
164
$3.89M 0.11%
+52,506
165
$3.88M 0.11%
55,572
-371
166
$3.88M 0.11%
50,072
+1,306
167
$3.88M 0.11%
184,486
-25,000
168
$3.87M 0.11%
28,865
-1,156
169
$3.85M 0.11%
22,019
-695
170
$3.8M 0.11%
169,819
-9,614
171
$3.77M 0.11%
46,430
-10,020
172
$3.76M 0.11%
17,187
+6
173
$3.67M 0.1%
258,888
-12,504
174
$3.6M 0.1%
43,847
-4,504
175
$3.59M 0.1%
40,218
+400
5 6
7
8 9