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
876
$114K ﹤0.01%
6,500
-500
877
$114K ﹤0.01%
1,002
+83
878
$114K ﹤0.01%
17,338
879
$114K ﹤0.01%
11,692
+5,000
880
$113K ﹤0.01%
3,489
-5,599
881
$111K ﹤0.01%
1,258
+3
882
$111K ﹤0.01%
11,130
883
$111K ﹤0.01%
3,132
884
$110K ﹤0.01%
1,284
885
$109K ﹤0.01%
5,512
-107
886
$109K ﹤0.01%
1,472
+1,162
887
$109K ﹤0.01%
2,300
888
$109K ﹤0.01%
10,900
889
$109K ﹤0.01%
3,261
-300
890
$108K ﹤0.01%
500
891
$107K ﹤0.01%
10,900
892
$107K ﹤0.01%
11,000
893
$106K ﹤0.01%
1,479
894
$105K ﹤0.01%
1,098
+882
895
$105K ﹤0.01%
1,930
-1,036
896
$105K ﹤0.01%
5,574
897
$105K ﹤0.01%
2,261
898
$105K ﹤0.01%
33,309
899
$104K ﹤0.01%
9,638
900
$104K ﹤0.01%
479
+4
34 35
36
37 38