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
1276
$27K ﹤0.01%
420
1277
$27K ﹤0.01%
490
1278
$27K ﹤0.01%
4,000
1279
$27K ﹤0.01%
1,338
1280
$27K ﹤0.01%
700
1281
$26K ﹤0.01%
400
-513
1282
$26K ﹤0.01%
625
1283
$26K ﹤0.01%
1,443
1284
$26K ﹤0.01%
280
1285
$26K ﹤0.01%
1,215
1286
$26K ﹤0.01%
750
1287
$26K ﹤0.01%
+2,697
1288
$25K ﹤0.01%
2,032
+32
1289
$25K ﹤0.01%
+1,004
1290
$25K ﹤0.01%
300
1291
$25K ﹤0.01%
1,000
1292
$25K ﹤0.01%
187
+138
1293
$25K ﹤0.01%
1,359
1294
$24K ﹤0.01%
478
1295
$24K ﹤0.01%
471
1296
$24K ﹤0.01%
+1,072
1297
$24K ﹤0.01%
600
1298
$24K ﹤0.01%
1,388
-1,079
1299
$24K ﹤0.01%
1,500
1300
$24K ﹤0.01%
725
-2,200
50 51
52
53 54