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
1876
$2K ﹤0.01%
20,860
1877
$2K ﹤0.01%
14,839
1878
$2K ﹤0.01%
17,932
1879
$2K ﹤0.01%
14,600
1880
$2K ﹤0.01%
15,000
1881
$2K ﹤0.01%
6,200
1882
$2K ﹤0.01%
29,431
1883
$2K ﹤0.01%
8,150
1884
$2K ﹤0.01%
8,500
1885
$2K ﹤0.01%
24,000
1886
$2K ﹤0.01%
6,500
1887
$2K ﹤0.01%
10
-29
1888
$2K ﹤0.01%
+13
1889
$1K ﹤0.01%
7,500
1890
$1K ﹤0.01%
+15,000
1891
$1K ﹤0.01%
5,500
1892
$1K ﹤0.01%
9,632
1893
$1K ﹤0.01%
6,700
1894
$1K ﹤0.01%
8,944
1895
$1K ﹤0.01%
400
-296,558
1896
$1K ﹤0.01%
5,050
1897
$1K ﹤0.01%
9,038
1898
$1K ﹤0.01%
3,079
1899
$1K ﹤0.01%
5,400
1900
$1K ﹤0.01%
+75
74 75
76
77 78