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
201
$2.75M 0.08%
49,983
-210
202
$2.74M 0.08%
39,085
+314
203
$2.7M 0.08%
8,268
+8
204
$2.69M 0.08%
48,169
+886
205
$2.68M 0.08%
5,144,538
206
$2.66M 0.08%
+199,060
207
$2.62M 0.07%
20,486
+4,122
208
$2.62M 0.07%
101,721
+4
209
$2.61M 0.07%
4,860
-115
210
$2.59M 0.07%
18,944
+723
211
$2.58M 0.07%
10,456
-272
212
$2.56M 0.07%
235,280
-168,641
213
$2.51M 0.07%
+57,363
214
$2.5M 0.07%
39,662
+23
215
$2.49M 0.07%
54,174
+2,028
216
$2.45M 0.07%
6,697
+661
217
$2.44M 0.07%
248,861
218
$2.43M 0.07%
42,551
+15,129
219
$2.43M 0.07%
57,432
-12,581
220
$2.4M 0.07%
187,099
+112,986
221
$2.38M 0.07%
57,026
+329
222
$2.38M 0.07%
342,817
-97,077
223
$2.37M 0.07%
156,000
+26,750
224
$2.35M 0.07%
32,801
-400
225
$2.32M 0.07%
34,434
+5,417
7 8
9
10 11