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
976
$80K ﹤0.01%
1,000
977
$80K ﹤0.01%
19,076
978
$80K ﹤0.01%
+3,825
979
$79K ﹤0.01%
954
+2
980
$79K ﹤0.01%
1,693
+1,393
981
$79K ﹤0.01%
235
+71
982
$79K ﹤0.01%
7,900
983
$79K ﹤0.01%
8,000
-34,629
984
$79K ﹤0.01%
5,498
985
$78K ﹤0.01%
161
+45
986
$78K ﹤0.01%
6,500
987
$78K ﹤0.01%
376
988
$78K ﹤0.01%
980
989
$78K ﹤0.01%
8,000
+3,000
990
$77K ﹤0.01%
3,250
-1,250
991
$77K ﹤0.01%
+1,311
992
$77K ﹤0.01%
848
-1,195
993
$76K ﹤0.01%
840
-100
994
$76K ﹤0.01%
3,099
995
$76K ﹤0.01%
3,400
996
$76K ﹤0.01%
683
-202
997
$75K ﹤0.01%
3,750
998
$75K ﹤0.01%
549
999
$75K ﹤0.01%
700
1000
$74K ﹤0.01%
+476
38 39
40
41 42