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
1601
$6K ﹤0.01%
99
1602
$6K ﹤0.01%
1
1603
$6K ﹤0.01%
1,500
1604
$6K ﹤0.01%
200
1605
$6K ﹤0.01%
30,752
1606
$6K ﹤0.01%
+600
1607
$6K ﹤0.01%
48,452
1608
$6K ﹤0.01%
35,153
1609
$5K ﹤0.01%
640
1610
$5K ﹤0.01%
84
1611
$5K ﹤0.01%
148
1612
$5K ﹤0.01%
+500
1613
$5K ﹤0.01%
100
1614
$5K ﹤0.01%
+200
1615
$5K ﹤0.01%
1,579
1616
$5K ﹤0.01%
58
1617
$5K ﹤0.01%
200
1618
$5K ﹤0.01%
25
1619
$5K ﹤0.01%
475
1620
$5K ﹤0.01%
95
1621
$5K ﹤0.01%
135
1622
$5K ﹤0.01%
+209
1623
$5K ﹤0.01%
400
1624
$5K ﹤0.01%
25
1625
$5K ﹤0.01%
40
+12