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
1026
$66K ﹤0.01%
1,506
1027
$66K ﹤0.01%
268
+8
1028
$66K ﹤0.01%
1,000
1029
$66K ﹤0.01%
+1,786
1030
$65K ﹤0.01%
2,683
1031
$64K ﹤0.01%
859
1032
$64K ﹤0.01%
1,969
-888
1033
$64K ﹤0.01%
5,000
1034
$64K ﹤0.01%
900
1035
$63K ﹤0.01%
1,518
1036
$63K ﹤0.01%
1,600
1037
$63K ﹤0.01%
1,490
+570
1038
$63K ﹤0.01%
6,443
1039
$63K ﹤0.01%
6,304
+3,000
1040
$62K ﹤0.01%
1,364
1041
$62K ﹤0.01%
6,546
1042
$62K ﹤0.01%
6,200
1043
$62K ﹤0.01%
6,300
1044
$62K ﹤0.01%
6,300
1045
$62K ﹤0.01%
3,798
1046
$61K ﹤0.01%
2,171
+1,098
1047
$61K ﹤0.01%
6,133
1048
$61K ﹤0.01%
3,112
+1,470
1049
$60K ﹤0.01%
2,865
+198
1050
$60K ﹤0.01%
3,091
40 41
42
43 44