AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
1926
$1K ﹤0.01%
1,075
1927
$1K ﹤0.01%
8,550
1928
$1K ﹤0.01%
4,101
1929
$1K ﹤0.01%
80
1930
$1K ﹤0.01%
+6
1931
$1K ﹤0.01%
+16
1932
$1K ﹤0.01%
45,000
1933
$1K ﹤0.01%
14,650
1934
$1K ﹤0.01%
6,250
1935
$1K ﹤0.01%
5,000
1936
$1K ﹤0.01%
100
-7,900
1937
$1K ﹤0.01%
+73
1938
$1K ﹤0.01%
2
1939
$1K ﹤0.01%
+8
1940
$1K ﹤0.01%
36
1941
$1K ﹤0.01%
65
1942
$1K ﹤0.01%
+18
1943
$1K ﹤0.01%
21
1944
$1K ﹤0.01%
135
1945
$1K ﹤0.01%
68
1946
$1K ﹤0.01%
100
-3,570
1947
$1K ﹤0.01%
40
1948
$1K ﹤0.01%
50
1949
$1K ﹤0.01%
116
1950
$1K ﹤0.01%
5,382
76 77
78
79 80