AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
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
2,760
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 Technology 10.97%
3 Consumer Discretionary 10.91%
4 Financials 10.77%
5 Healthcare 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$158K ﹤0.01%
6,829
777
$157K ﹤0.01%
5,066
-3,649
778
$156K ﹤0.01%
991
+124
779
$156K ﹤0.01%
+1,755
780
$156K ﹤0.01%
15,806
781
$156K ﹤0.01%
15,800
782
$155K ﹤0.01%
6,937
783
$155K ﹤0.01%
15,865
-2,200
784
$154K ﹤0.01%
1,430
785
$154K ﹤0.01%
15,437
786
$152K ﹤0.01%
5,597
+184
787
$152K ﹤0.01%
+74,945
788
$152K ﹤0.01%
15,200
789
$151K ﹤0.01%
2,009
+1,249
790
$151K ﹤0.01%
519
791
$151K ﹤0.01%
15,178
792
$151K ﹤0.01%
15,000
793
$149K ﹤0.01%
8,754
794
$149K ﹤0.01%
15,200
795
$148K ﹤0.01%
15,000
796
$147K ﹤0.01%
4,300
797
$147K ﹤0.01%
15,000
798
$147K ﹤0.01%
15,000
799
$146K ﹤0.01%
14,600
800
$146K ﹤0.01%
15,100