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
1251
$29K ﹤0.01%
538
1252
$29K ﹤0.01%
1,497
1253
$29K ﹤0.01%
400
1254
$29K ﹤0.01%
1,325
1255
$29K ﹤0.01%
2,613
1256
$29K ﹤0.01%
426
-107
1257
$29K ﹤0.01%
3,000
1258
$29K ﹤0.01%
435
+10
1259
$29K ﹤0.01%
1,579
1260
$29K ﹤0.01%
285
1261
$29K ﹤0.01%
3,006
-3,961
1262
$29K ﹤0.01%
2,900
1263
$29K ﹤0.01%
1,439
-3,000
1264
$29K ﹤0.01%
+3,000
1265
$28K ﹤0.01%
500
1266
$28K ﹤0.01%
400
+183
1267
$28K ﹤0.01%
100
-100
1268
$28K ﹤0.01%
1,588
+165
1269
$28K ﹤0.01%
302
+175
1270
$28K ﹤0.01%
167
1271
$28K ﹤0.01%
509
+9
1272
$27K ﹤0.01%
2,800
1273
$27K ﹤0.01%
500
1274
$27K ﹤0.01%
660
1275
$27K ﹤0.01%
218
+118
49 50
51
52 53