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
851
$123K ﹤0.01%
14,109
852
$123K ﹤0.01%
1,566
+18
853
$123K ﹤0.01%
1,410
+455
854
$123K ﹤0.01%
12,388
855
$122K ﹤0.01%
2,070
-50
856
$120K ﹤0.01%
1,809
-387
857
$120K ﹤0.01%
2,739
+50
858
$120K ﹤0.01%
3,534
+2,845
859
$120K ﹤0.01%
933
860
$119K ﹤0.01%
2,508
-300
861
$119K ﹤0.01%
4,956
862
$119K ﹤0.01%
12,000
+2,000
863
$119K ﹤0.01%
12,000
864
$119K ﹤0.01%
12,000
865
$119K ﹤0.01%
12,300
866
$119K ﹤0.01%
11,900
867
$118K ﹤0.01%
605
868
$117K ﹤0.01%
+3,756
869
$117K ﹤0.01%
6,667
-1,666
870
$117K ﹤0.01%
5,530
+460
871
$117K ﹤0.01%
12,000
872
$117K ﹤0.01%
11,700
873
$116K ﹤0.01%
1,054
+14
874
$116K ﹤0.01%
588
875
$114K ﹤0.01%
821
+8
33 34
35
36 37