AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
1501
$9K ﹤0.01%
400
1502
$9K ﹤0.01%
200
1503
$9K ﹤0.01%
71
+20
1504
$9K ﹤0.01%
74
+64
1505
$9K ﹤0.01%
445
-173
1506
$9K ﹤0.01%
+168
1507
$9K ﹤0.01%
97
+1
1508
$9K ﹤0.01%
1,500
1509
$9K ﹤0.01%
34
+10
1510
$9K ﹤0.01%
180
+135
1511
$9K ﹤0.01%
1,000
1512
$9K ﹤0.01%
117
+1
1513
$9K ﹤0.01%
77
1514
$9K ﹤0.01%
100
-91
1515
$9K ﹤0.01%
388
1516
$9K ﹤0.01%
266
+2
1517
$9K ﹤0.01%
29
+6
1518
$9K ﹤0.01%
346
1519
$9K ﹤0.01%
2,000
1520
$9K ﹤0.01%
251
1521
$9K ﹤0.01%
57,107
1522
$9K ﹤0.01%
+900
1523
$9K ﹤0.01%
53,766
1524
$9K ﹤0.01%
100
+21
1525
$8K ﹤0.01%
750