AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
1776
$2K ﹤0.01%
1
1777
$2K ﹤0.01%
185
1778
$2K ﹤0.01%
22,789
1779
$2K ﹤0.01%
25
1780
$2K ﹤0.01%
+13
1781
$2K ﹤0.01%
+73
1782
$2K ﹤0.01%
15,000
1783
$2K ﹤0.01%
+23
1784
$2K ﹤0.01%
12,300
1785
$2K ﹤0.01%
170
1786
$2K ﹤0.01%
10,000
1787
$2K ﹤0.01%
5,418
1788
$2K ﹤0.01%
7,600
1789
$2K ﹤0.01%
12,698
1790
$2K ﹤0.01%
16,773
1791
$2K ﹤0.01%
67
1792
$2K ﹤0.01%
20,000
1793
$2K ﹤0.01%
+26,289
1794
$2K ﹤0.01%
29,431
1795
$2K ﹤0.01%
8,150
1796
$2K ﹤0.01%
+27
1797
$2K ﹤0.01%
30
1798
$2K ﹤0.01%
2,500
1799
$2K ﹤0.01%
81
1800
$2K ﹤0.01%
50
70 71
72
73 74