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
1851
$2K ﹤0.01%
400
1852
$2K ﹤0.01%
+168
1853
$2K ﹤0.01%
4,500
-5,000
1854
$2K ﹤0.01%
25,834
+666
1855
$2K ﹤0.01%
17,542
1856
$2K ﹤0.01%
22,628
1857
$2K ﹤0.01%
20,339
1858
$2K ﹤0.01%
15,000
1859
$2K ﹤0.01%
+23
1860
$2K ﹤0.01%
12,300
1861
$2K ﹤0.01%
170
1862
$2K ﹤0.01%
10,000
1863
$2K ﹤0.01%
5,418
1864
$2K ﹤0.01%
7,600
1865
$2K ﹤0.01%
12,698
1866
$2K ﹤0.01%
16,773
1867
$2K ﹤0.01%
67
1868
$2K ﹤0.01%
20,000
1869
$2K ﹤0.01%
+26,289
1870
$2K ﹤0.01%
13,279
1871
$2K ﹤0.01%
12,900
1872
$2K ﹤0.01%
22,576
1873
$2K ﹤0.01%
11,585
1874
$2K ﹤0.01%
4,000
1875
$2K ﹤0.01%
400
73 74
75
76 77