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
1401
$14K ﹤0.01%
107
+1
1402
$14K ﹤0.01%
400
-117,542
1403
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621
1404
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128
+10
1405
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337
1406
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185
1407
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477
1408
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538
+1
1409
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400
-50
1410
$14K ﹤0.01%
4,000
+649
1411
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1412
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500
1413
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285
-180
1414
$14K ﹤0.01%
176,695
1415
$13K ﹤0.01%
4,000
1416
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300
1417
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209
+44
1418
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1419
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500
1420
$13K ﹤0.01%
110
+28
1421
$13K ﹤0.01%
1,000
1422
$13K ﹤0.01%
270
1423
$13K ﹤0.01%
21
-61
1424
$13K ﹤0.01%
216
-6
1425
$13K ﹤0.01%
117