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
1751
$3K ﹤0.01%
14,425
-725
1752
$3K ﹤0.01%
13,332
1753
$3K ﹤0.01%
30,525
1754
$3K ﹤0.01%
34,200
1755
$3K ﹤0.01%
+6,139
1756
$3K ﹤0.01%
17,900
1757
$3K ﹤0.01%
24,976
1758
$3K ﹤0.01%
6,027
1759
$3K ﹤0.01%
10,450
1760
$3K ﹤0.01%
144
+2
1761
$3K ﹤0.01%
12,750
1762
$3K ﹤0.01%
38,091
1763
$3K ﹤0.01%
15,898
1764
$3K ﹤0.01%
28,600
1765
$3K ﹤0.01%
34,870
-30,290
1766
$3K ﹤0.01%
46,100
+2,250
1767
$3K ﹤0.01%
347
-17,681
1768
$3K ﹤0.01%
11,850
1769
$3K ﹤0.01%
300
1770
$3K ﹤0.01%
+40
1771
$3K ﹤0.01%
26,400
1772
$3K ﹤0.01%
11,632
1773
$2K ﹤0.01%
+21
1774
$2K ﹤0.01%
12,761
1775
$2K ﹤0.01%
+27
69 70
71
72 73