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
1276
$27K ﹤0.01%
2,800
1277
$26K ﹤0.01%
400
-513
1278
$26K ﹤0.01%
625
1279
$26K ﹤0.01%
1,443
1280
$26K ﹤0.01%
280
1281
$26K ﹤0.01%
1,215
1282
$26K ﹤0.01%
750
1283
$26K ﹤0.01%
+2,697
1284
$25K ﹤0.01%
2,032
+32
1285
$25K ﹤0.01%
+1,004
1286
$25K ﹤0.01%
300
1287
$25K ﹤0.01%
1,000
1288
$25K ﹤0.01%
187
+138
1289
$25K ﹤0.01%
1,359
1290
$24K ﹤0.01%
478
1291
$24K ﹤0.01%
471
1292
$24K ﹤0.01%
+1,072
1293
$24K ﹤0.01%
600
1294
$24K ﹤0.01%
1,388
-1,079
1295
$24K ﹤0.01%
1,500
1296
$24K ﹤0.01%
725
-2,200
1297
$24K ﹤0.01%
660
-300
1298
$24K ﹤0.01%
444
-722
1299
$24K ﹤0.01%
25,700
1300
$24K ﹤0.01%
639
+39