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
926
$98K ﹤0.01%
5,500
927
$97K ﹤0.01%
+500
928
$97K ﹤0.01%
3,912
+62
929
$97K ﹤0.01%
10,000
930
$96K ﹤0.01%
10,000
931
$96K ﹤0.01%
10,000
932
$96K ﹤0.01%
201
-22
933
$95K ﹤0.01%
3,349
934
$95K ﹤0.01%
2,060
935
$94K ﹤0.01%
8,594
936
$94K ﹤0.01%
3,200
937
$94K ﹤0.01%
1,035
938
$93K ﹤0.01%
540
939
$93K ﹤0.01%
827
+190
940
$93K ﹤0.01%
1,777
941
$93K ﹤0.01%
+2,014
942
$92K ﹤0.01%
7,396
943
$92K ﹤0.01%
155
-2
944
$92K ﹤0.01%
5,000
945
$92K ﹤0.01%
1,750
946
$92K ﹤0.01%
9,375
947
$91K ﹤0.01%
461
+6
948
$91K ﹤0.01%
200
949
$91K ﹤0.01%
1,447
-190
950
$91K ﹤0.01%
9,257
-70
36 37
38
39 40