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
1826
$2K ﹤0.01%
13
-27
1827
$2K ﹤0.01%
26
1828
$2K ﹤0.01%
+24
1829
$2K ﹤0.01%
286
1830
$2K ﹤0.01%
10
1831
$2K ﹤0.01%
68
+63
1832
$2K ﹤0.01%
45
+14
1833
$2K ﹤0.01%
+32
1834
$2K ﹤0.01%
50
1835
$2K ﹤0.01%
+35
1836
$2K ﹤0.01%
8
1837
$2K ﹤0.01%
5,318
1838
$2K ﹤0.01%
13,199
1839
$2K ﹤0.01%
17,300
1840
$2K ﹤0.01%
+22
1841
$2K ﹤0.01%
10
1842
$2K ﹤0.01%
9,950
1843
$2K ﹤0.01%
8,166
1844
$2K ﹤0.01%
25,000
1845
$2K ﹤0.01%
10,000
1846
$2K ﹤0.01%
10,000
1847
$2K ﹤0.01%
333
1848
$2K ﹤0.01%
12,598
1849
$2K ﹤0.01%
8,403
1850
$2K ﹤0.01%
23,040
72 73
74
75 76