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
826
$132K ﹤0.01%
2,372
-164
827
$132K ﹤0.01%
1,164
+12
828
$131K ﹤0.01%
852
-25
829
$131K ﹤0.01%
653
830
$131K ﹤0.01%
1,700
831
$130K ﹤0.01%
13,250
+850
832
$130K ﹤0.01%
13,287
833
$129K ﹤0.01%
593
+6
834
$129K ﹤0.01%
1,006
835
$129K ﹤0.01%
11,530
-110
836
$129K ﹤0.01%
458
+83
837
$129K ﹤0.01%
12,900
838
$128K ﹤0.01%
6,353
-24,140
839
$128K ﹤0.01%
13,000
+3,000
840
$128K ﹤0.01%
13,003
841
$127K ﹤0.01%
+9,164
842
$127K ﹤0.01%
2,642
-100
843
$127K ﹤0.01%
14,025
-1,915
844
$126K ﹤0.01%
1,344
+47
845
$126K ﹤0.01%
1,904
+156
846
$126K ﹤0.01%
4,769
847
$126K ﹤0.01%
12,800
848
$124K ﹤0.01%
2,016
849
$124K ﹤0.01%
1,773
-380
850
$124K ﹤0.01%
12,410
32 33
34
35 36