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
1176
$38K ﹤0.01%
630
1177
$38K ﹤0.01%
771
1178
$38K ﹤0.01%
430
1179
$38K ﹤0.01%
3,825
+207
1180
$38K ﹤0.01%
4,458
+1,000
1181
$37K ﹤0.01%
+1,000
1182
$37K ﹤0.01%
2,750
1183
$37K ﹤0.01%
490
1184
$37K ﹤0.01%
2,266
+300
1185
$37K ﹤0.01%
1,300
1186
$37K ﹤0.01%
1,500
1187
$37K ﹤0.01%
700
1188
$37K ﹤0.01%
4,763
+41
1189
$36K ﹤0.01%
2,014
+264
1190
$36K ﹤0.01%
600
-140
1191
$36K ﹤0.01%
1,636
1192
$36K ﹤0.01%
+2,142
1193
$36K ﹤0.01%
246
+123
1194
$36K ﹤0.01%
300
1195
$35K ﹤0.01%
450
-50
1196
$35K ﹤0.01%
1,012
+975
1197
$35K ﹤0.01%
3,500
1198
$35K ﹤0.01%
2,500
1199
$35K ﹤0.01%
+1,258
1200
$35K ﹤0.01%
496
46 47
48
49 50