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
801
$146K ﹤0.01%
14,600
802
$146K ﹤0.01%
15,100
803
$144K ﹤0.01%
19,411
-483,335
804
$144K ﹤0.01%
2,796
+245
805
$143K ﹤0.01%
+6,000
806
$143K ﹤0.01%
7,007
+174
807
$143K ﹤0.01%
14,434
808
$141K ﹤0.01%
1,700
809
$141K ﹤0.01%
3,547
+212
810
$141K ﹤0.01%
14,306
+1,000
811
$140K ﹤0.01%
656
-70
812
$140K ﹤0.01%
14,400
813
$139K ﹤0.01%
6,452
814
$139K ﹤0.01%
1,002
+977
815
$139K ﹤0.01%
14,210
816
$138K ﹤0.01%
2,893
+512
817
$138K ﹤0.01%
14,095
818
$137K ﹤0.01%
22,496
819
$137K ﹤0.01%
1,373
+1,010
820
$135K ﹤0.01%
15,989
821
$135K ﹤0.01%
1,683
+378
822
$134K ﹤0.01%
1,181
-44
823
$134K ﹤0.01%
3,205
824
$133K ﹤0.01%
1,202
+21
825
$132K ﹤0.01%
1,896
+651
31 32
33
34 35