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
1376
$17K ﹤0.01%
368
-200
1377
$17K ﹤0.01%
244
1378
$17K ﹤0.01%
200
1379
$17K ﹤0.01%
366
+291
1380
$17K ﹤0.01%
800
1381
$17K ﹤0.01%
166
-500
1382
$17K ﹤0.01%
551
1383
$17K ﹤0.01%
902
1384
$17K ﹤0.01%
793
1385
$17K ﹤0.01%
600
1386
$16K ﹤0.01%
1,300
1387
$16K ﹤0.01%
200
1388
$16K ﹤0.01%
+532
1389
$16K ﹤0.01%
400
1390
$16K ﹤0.01%
267
+32
1391
$16K ﹤0.01%
1,235
+47
1392
$16K ﹤0.01%
96
1393
$16K ﹤0.01%
1,660
-16,000
1394
$15K ﹤0.01%
600
-209
1395
$15K ﹤0.01%
71
1396
$15K ﹤0.01%
600
-500
1397
$15K ﹤0.01%
288
1398
$15K ﹤0.01%
500
1399
$15K ﹤0.01%
100
1400
$15K ﹤0.01%
1,419
54 55
56
57 58