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
901
$104K ﹤0.01%
1,629
902
$103K ﹤0.01%
8,505
903
$103K ﹤0.01%
418
+51
904
$103K ﹤0.01%
613
905
$103K ﹤0.01%
970
906
$102K ﹤0.01%
2,153
+269
907
$102K ﹤0.01%
2,857
908
$102K ﹤0.01%
5
909
$102K ﹤0.01%
10,100
910
$102K ﹤0.01%
10,100
911
$102K ﹤0.01%
10,403
912
$101K ﹤0.01%
6,000
913
$101K ﹤0.01%
10,098
914
$100K ﹤0.01%
1,780
915
$100K ﹤0.01%
10,000
916
$100K ﹤0.01%
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917
$100K ﹤0.01%
10,000
918
$100K ﹤0.01%
10,000
919
$99K ﹤0.01%
1,750
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920
$99K ﹤0.01%
886
921
$99K ﹤0.01%
10,000
922
$99K ﹤0.01%
10,000
923
$99K ﹤0.01%
618,115
924
$99K ﹤0.01%
10,000
925
$98K ﹤0.01%
1,050
35 36
37
38 39