AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
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
751
$175K ﹤0.01%
17,900
752
$175K ﹤0.01%
3,200
-1,840
753
$174K ﹤0.01%
1,354
754
$173K ﹤0.01%
1,335
755
$173K ﹤0.01%
1,474
+142
756
$173K ﹤0.01%
7,382
757
$173K ﹤0.01%
17,200
758
$173K ﹤0.01%
17,617
759
$170K ﹤0.01%
17,300
760
$169K ﹤0.01%
17,211
761
$169K ﹤0.01%
17,278
762
$169K ﹤0.01%
25,590
763
$168K ﹤0.01%
815
+7
764
$167K ﹤0.01%
2,827
+189
765
$167K ﹤0.01%
1,178
766
$165K ﹤0.01%
2,246
+274
767
$165K ﹤0.01%
4,033
768
$164K ﹤0.01%
233
769
$163K ﹤0.01%
2,051
770
$162K ﹤0.01%
16,261
-6,417
771
$161K ﹤0.01%
814
772
$161K ﹤0.01%
+6,470
773
$160K ﹤0.01%
2,649
-2,574
774
$160K ﹤0.01%
12,227
-765
775
$159K ﹤0.01%
2,294
+1,563
29 30
31
32 33