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
1076
$53K ﹤0.01%
450
1077
$53K ﹤0.01%
524
+435
1078
$53K ﹤0.01%
600
-68
1079
$53K ﹤0.01%
5,400
1080
$52K ﹤0.01%
350
1081
$52K ﹤0.01%
1,063
1082
$52K ﹤0.01%
1,206
-434
1083
$52K ﹤0.01%
5,278
-2,722
1084
$51K ﹤0.01%
1,600
1085
$51K ﹤0.01%
1,828
+1,598
1086
$51K ﹤0.01%
5,213
1087
$51K ﹤0.01%
1,265
1088
$50K ﹤0.01%
1,175
+300
1089
$50K ﹤0.01%
864
1090
$50K ﹤0.01%
587
+12
1091
$50K ﹤0.01%
1,313
1092
$50K ﹤0.01%
1,200
1093
$50K ﹤0.01%
1,835
-3,100
1094
$50K ﹤0.01%
1,700
+300
1095
$50K ﹤0.01%
602
+2
1096
$50K ﹤0.01%
500
1097
$50K ﹤0.01%
5,000
1098
$50K ﹤0.01%
5,000
1099
$50K ﹤0.01%
5,000
1100
$50K ﹤0.01%
5,000
42 43
44
45 46