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
1226
$32K ﹤0.01%
590
1227
$32K ﹤0.01%
1,245
-12,389
1228
$32K ﹤0.01%
1,000
1229
$32K ﹤0.01%
8,750
+196
1230
$32K ﹤0.01%
3,300
-5,000
1231
$31K ﹤0.01%
+1,000
1232
$31K ﹤0.01%
175
1233
$31K ﹤0.01%
473
-435
1234
$31K ﹤0.01%
700
1235
$31K ﹤0.01%
219
-1
1236
$31K ﹤0.01%
3,200
1237
$31K ﹤0.01%
3,100
1238
$31K ﹤0.01%
3,268
1239
$30K ﹤0.01%
720
1240
$30K ﹤0.01%
561
1241
$30K ﹤0.01%
1,172
+1,148
1242
$30K ﹤0.01%
533
1243
$30K ﹤0.01%
400
1244
$30K ﹤0.01%
1,164
-30
1245
$30K ﹤0.01%
+3,000
1246
$30K ﹤0.01%
3,000
-2,000
1247
$30K ﹤0.01%
508
1248
$30K ﹤0.01%
+3,000
1249
$30K ﹤0.01%
+3,000
1250
$30K ﹤0.01%
+3,000
48 49
50
51 52