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
1201
$35K ﹤0.01%
+3,605
1202
$35K ﹤0.01%
+3,545
1203
$35K ﹤0.01%
3,522
1204
$35K ﹤0.01%
900
1205
$34K ﹤0.01%
1,500
1206
$34K ﹤0.01%
1,422
1207
$34K ﹤0.01%
1,100
1208
$34K ﹤0.01%
2,037
+6
1209
$34K ﹤0.01%
1,539
1210
$34K ﹤0.01%
358
1211
$34K ﹤0.01%
550
1212
$34K ﹤0.01%
325
1213
$34K ﹤0.01%
170
1214
$34K ﹤0.01%
3,409
1215
$34K ﹤0.01%
1,050
1216
$33K ﹤0.01%
1,340
-24,161
1217
$33K ﹤0.01%
6,000
1218
$33K ﹤0.01%
1,576
1219
$33K ﹤0.01%
1,000
1220
$33K ﹤0.01%
293
1221
$33K ﹤0.01%
600
1222
$33K ﹤0.01%
1,000
1223
$33K ﹤0.01%
3,000
1224
$32K ﹤0.01%
1,280
1225
$32K ﹤0.01%
828