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
1101
$49K ﹤0.01%
5,000
1102
$49K ﹤0.01%
5,000
1103
$49K ﹤0.01%
5,019
1104
$49K ﹤0.01%
5,000
1105
$49K ﹤0.01%
1,427
+100
1106
$49K ﹤0.01%
5,517
1107
$49K ﹤0.01%
5,000
1108
$49K ﹤0.01%
5,000
1109
$49K ﹤0.01%
5,000
1110
$49K ﹤0.01%
+5,000
1111
$49K ﹤0.01%
5,000
1112
$49K ﹤0.01%
5,000
1113
$49K ﹤0.01%
5,000
1114
$49K ﹤0.01%
5,000
1115
$49K ﹤0.01%
5,000
1116
$49K ﹤0.01%
5,000
1117
$49K ﹤0.01%
5,000
1118
$49K ﹤0.01%
5,000
1119
$48K ﹤0.01%
1,065
1120
$48K ﹤0.01%
762
1121
$48K ﹤0.01%
30,000
1122
$48K ﹤0.01%
474
-54
1123
$48K ﹤0.01%
+161
1124
$48K ﹤0.01%
5,000
1125
$47K ﹤0.01%
448