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
1001
$73K ﹤0.01%
12,740
1002
$73K ﹤0.01%
3,331
1003
$72K ﹤0.01%
3,980
1004
$72K ﹤0.01%
600
1005
$71K ﹤0.01%
1,544
-1,819
1006
$71K ﹤0.01%
1,525
-150
1007
$71K ﹤0.01%
82
1008
$71K ﹤0.01%
1,170
1009
$70K ﹤0.01%
491
+32
1010
$69K ﹤0.01%
1,068
+22
1011
$69K ﹤0.01%
950
1012
$69K ﹤0.01%
18
1013
$69K ﹤0.01%
7,000
1014
$69K ﹤0.01%
3,700
-248,062
1015
$69K ﹤0.01%
7,100
1016
$69K ﹤0.01%
7,000
1017
$69K ﹤0.01%
7,000
+2,000
1018
$68K ﹤0.01%
7,000
1019
$68K ﹤0.01%
6,999
1020
$67K ﹤0.01%
430
1021
$67K ﹤0.01%
442
1022
$67K ﹤0.01%
858
+156
1023
$66K ﹤0.01%
6,150
1024
$66K ﹤0.01%
1,356
1025
$66K ﹤0.01%
1,248
39 40
41
42 43