AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
1451
$12K ﹤0.01%
506
1452
$11K ﹤0.01%
46
1453
$11K ﹤0.01%
1,290
1454
$11K ﹤0.01%
1,000
1455
$11K ﹤0.01%
300
1456
$11K ﹤0.01%
300
1457
$11K ﹤0.01%
250
1458
$11K ﹤0.01%
302
+127
1459
$11K ﹤0.01%
300
1460
$11K ﹤0.01%
10
1461
$11K ﹤0.01%
1,585
1462
$11K ﹤0.01%
582
+64
1463
$11K ﹤0.01%
1,000
1464
$11K ﹤0.01%
+504
1465
$11K ﹤0.01%
100
1466
$11K ﹤0.01%
302
1467
$11K ﹤0.01%
34
1468
$11K ﹤0.01%
297
+85
1469
$11K ﹤0.01%
+683
1470
$11K ﹤0.01%
+10,000
1471
$11K ﹤0.01%
77
-144
1472
$11K ﹤0.01%
1,126
+1,000
1473
$11K ﹤0.01%
1,073
+173
1474
$10K ﹤0.01%
532
-200
1475
$10K ﹤0.01%
2,000
57 58
59
60 61