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
1526
$8K ﹤0.01%
158
1527
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250
1528
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1530
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1531
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29
+7
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1536
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100
+7
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2
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123
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1539
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276
1540
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122
1541
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310
+238
1542
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1543
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200
-655
1544
$8K ﹤0.01%
1,068
-10
1545
$8K ﹤0.01%
1,363
1546
$8K ﹤0.01%
361
1547
$8K ﹤0.01%
800
-20,100
1548
$8K ﹤0.01%
30,184
1549
$8K ﹤0.01%
15,000
-5,000
1550
$8K ﹤0.01%
19,395