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
1801
$2K ﹤0.01%
+9
1802
$2K ﹤0.01%
50
1803
$2K ﹤0.01%
100
1804
$2K ﹤0.01%
+20
1805
$2K ﹤0.01%
525
1806
$2K ﹤0.01%
+52
1807
$2K ﹤0.01%
1
1808
$2K ﹤0.01%
14
1809
$2K ﹤0.01%
+21
1810
$2K ﹤0.01%
+19
1811
$2K ﹤0.01%
575
-35,558
1812
$2K ﹤0.01%
100
1813
$2K ﹤0.01%
+9
1814
$2K ﹤0.01%
150
1815
$2K ﹤0.01%
+17
1816
$2K ﹤0.01%
27
-56
1817
$2K ﹤0.01%
10,769
1818
$2K ﹤0.01%
185
-50
1819
$2K ﹤0.01%
+12
1820
$2K ﹤0.01%
24
-44
1821
$2K ﹤0.01%
185
1822
$2K ﹤0.01%
22,789
1823
$2K ﹤0.01%
25
1824
$2K ﹤0.01%
+13
1825
$2K ﹤0.01%
+73
71 72
73
74 75