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
1401
$15K ﹤0.01%
600
1402
$15K ﹤0.01%
1,200
1403
$15K ﹤0.01%
+1,492
1404
$14K ﹤0.01%
700
1405
$14K ﹤0.01%
107
+1
1406
$14K ﹤0.01%
400
-117,542
1407
$14K ﹤0.01%
621
1408
$14K ﹤0.01%
128
+10
1409
$14K ﹤0.01%
337
1410
$14K ﹤0.01%
185
1411
$14K ﹤0.01%
477
1412
$14K ﹤0.01%
538
+1
1413
$14K ﹤0.01%
400
-50
1414
$14K ﹤0.01%
4,000
+649
1415
$14K ﹤0.01%
123
1416
$14K ﹤0.01%
500
1417
$14K ﹤0.01%
285
-180
1418
$14K ﹤0.01%
176,695
1419
$13K ﹤0.01%
300
1420
$13K ﹤0.01%
4,000
1421
$13K ﹤0.01%
209
+44
1422
$13K ﹤0.01%
280
1423
$13K ﹤0.01%
500
1424
$13K ﹤0.01%
110
+28
1425
$13K ﹤0.01%
1,000