AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
176
$3.52M 0.1%
81,315
-2,670
177
$3.51M 0.1%
133,688
+144
178
$3.5M 0.1%
2,001
+143
179
$3.43M 0.1%
48,020
-4,340
180
$3.4M 0.1%
32,675
-330
181
$3.39M 0.1%
25,920
+394
182
$3.39M 0.1%
118,374
-7,742
183
$3.36M 0.09%
100,999
-10,150
184
$3.29M 0.09%
14,712
+169
185
$3.22M 0.09%
39,710
+4,200
186
$3.19M 0.09%
110,730
-99,610
187
$3.1M 0.09%
40,717
+2,055
188
$3.01M 0.08%
31,388
189
$3M 0.08%
13,476
+2,283
190
$3M 0.08%
57,025
-22,560
191
$2.97M 0.08%
159,180
+83,590
192
$2.88M 0.08%
86,418
-24,701
193
$2.86M 0.08%
82,355
-5,652
194
$2.85M 0.08%
110,894
+21,174
195
$2.84M 0.08%
11,531
+1,183
196
$2.83M 0.08%
12,482
+1,161
197
$2.83M 0.08%
117,850
-2,422
198
$2.81M 0.08%
36,525
+686
199
$2.77M 0.08%
308,381
+158,154
200
$2.76M 0.08%
357,183
+73,306
6 7
8
9 10