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
1126
$48K ﹤0.01%
474
-54
1127
$48K ﹤0.01%
+4,800
1128
$48K ﹤0.01%
5,000
1129
$47K ﹤0.01%
448
1130
$47K ﹤0.01%
4,900
1131
$47K ﹤0.01%
4,796
-204
1132
$46K ﹤0.01%
6,500
1133
$46K ﹤0.01%
1,100
1134
$46K ﹤0.01%
8,800
-1,000
1135
$46K ﹤0.01%
900
1136
$46K ﹤0.01%
+400
1137
$46K ﹤0.01%
4,382
1138
$45K ﹤0.01%
2,000
1139
$45K ﹤0.01%
850
1140
$45K ﹤0.01%
1,520
1141
$45K ﹤0.01%
+635
1142
$44K ﹤0.01%
915
1143
$44K ﹤0.01%
4,298
1144
$44K ﹤0.01%
624
1145
$44K ﹤0.01%
+3,000
1146
$44K ﹤0.01%
4,500
1147
$43K ﹤0.01%
280
1148
$43K ﹤0.01%
2,580
+500
1149
$43K ﹤0.01%
157
1150
$43K ﹤0.01%
1,091
44 45
46
47 48