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
1426
$13K ﹤0.01%
64
+2
1427
$13K ﹤0.01%
168
1428
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71
1429
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1430
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630
1431
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192
-134
1432
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249
1433
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270
1434
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506
1435
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386
1436
$12K ﹤0.01%
128
1437
$12K ﹤0.01%
500
1438
$12K ﹤0.01%
1,259
-148,733
1439
$12K ﹤0.01%
89
1440
$12K ﹤0.01%
75
+68
1441
$12K ﹤0.01%
800
1442
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400
1443
$12K ﹤0.01%
374
+344
1444
$12K ﹤0.01%
200
1445
$12K ﹤0.01%
+1,261
1446
$12K ﹤0.01%
4,634
1447
$12K ﹤0.01%
250,000
1448
$11K ﹤0.01%
46
1449
$11K ﹤0.01%
1,290
1450
$11K ﹤0.01%
1,000