AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
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
1101
$50K ﹤0.01%
+5,000
1102
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5,000
1103
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1104
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1105
$49K ﹤0.01%
1,427
+100
1106
$49K ﹤0.01%
5,517
1107
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5,000
1108
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5,000
1109
$49K ﹤0.01%
5,019
1110
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5,000
1111
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1112
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1113
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1114
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+5,000
1115
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5,000
1116
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1117
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1118
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1119
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1120
$49K ﹤0.01%
5,000
1121
$49K ﹤0.01%
5,000
1122
$49K ﹤0.01%
5,000
1123
$48K ﹤0.01%
1,065
1124
$48K ﹤0.01%
762
1125
$48K ﹤0.01%
30,000