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
951
$90K ﹤0.01%
1,746
+33
952
$90K ﹤0.01%
2,498
953
$90K ﹤0.01%
9,127
954
$90K ﹤0.01%
9,000
955
$90K ﹤0.01%
1,058
+533
956
$89K ﹤0.01%
1,781
-99
957
$88K ﹤0.01%
925
+3
958
$88K ﹤0.01%
2,983
-300
959
$88K ﹤0.01%
1,850
-1,599
960
$88K ﹤0.01%
8,999
-2,900
961
$87K ﹤0.01%
1,055
-1,290
962
$87K ﹤0.01%
997
963
$86K ﹤0.01%
8,800
964
$85K ﹤0.01%
2,142
+51
965
$85K ﹤0.01%
+2,382
966
$85K ﹤0.01%
4,600
967
$85K ﹤0.01%
131
968
$84K ﹤0.01%
13,443
+473
969
$84K ﹤0.01%
4,500
970
$83K ﹤0.01%
2,480
-9,986
971
$83K ﹤0.01%
1,150
972
$83K ﹤0.01%
6,569
-1,850
973
$82K ﹤0.01%
8,400
974
$80K ﹤0.01%
391
975
$80K ﹤0.01%
569
+2
37 38
39
40 41