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
1776
$2K ﹤0.01%
30
1777
$2K ﹤0.01%
2,500
1778
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81
1779
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50
1780
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479
1781
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+250
1782
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56
1783
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450
1784
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100
1785
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168
1786
$2K ﹤0.01%
+16
1787
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27
-43
1788
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27
1789
$2K ﹤0.01%
100
1790
$2K ﹤0.01%
11,718
1791
$2K ﹤0.01%
666
1792
$2K ﹤0.01%
50
1793
$2K ﹤0.01%
25
1794
$2K ﹤0.01%
+111
1795
$2K ﹤0.01%
+33
1796
$2K ﹤0.01%
50
1797
$2K ﹤0.01%
50
1798
$2K ﹤0.01%
+16
1799
$2K ﹤0.01%
25
1800
$2K ﹤0.01%
94
70 71
72
73 74