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
1601
$6K ﹤0.01%
+600
1602
$6K ﹤0.01%
48,452
1603
$6K ﹤0.01%
35,153
1604
$5K ﹤0.01%
37
1605
$5K ﹤0.01%
28,000
1606
$5K ﹤0.01%
640
1607
$5K ﹤0.01%
84
1608
$5K ﹤0.01%
148
1609
$5K ﹤0.01%
100
1610
$5K ﹤0.01%
+200
1611
$5K ﹤0.01%
1,579
1612
$5K ﹤0.01%
58
1613
$5K ﹤0.01%
200
1614
$5K ﹤0.01%
25
1615
$5K ﹤0.01%
475
1616
$5K ﹤0.01%
190
1617
$5K ﹤0.01%
+209
1618
$5K ﹤0.01%
400
1619
$5K ﹤0.01%
25
1620
$5K ﹤0.01%
40
+12
1621
$5K ﹤0.01%
100
1622
$5K ﹤0.01%
280
1623
$5K ﹤0.01%
59,722
1624
$5K ﹤0.01%
40
1625
$5K ﹤0.01%
18