AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
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
2,761
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
1651
$4K ﹤0.01%
10,749
1652
$4K ﹤0.01%
10,000
1653
$4K ﹤0.01%
+1,000
1654
$4K ﹤0.01%
36,652
1655
$4K ﹤0.01%
25,198
1656
$4K ﹤0.01%
47,519
1657
$4K ﹤0.01%
500
1658
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10
1659
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195
-150
1660
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80
+5
1661
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+541
1662
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250
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170
1664
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30
1665
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55
1666
$4K ﹤0.01%
66
1667
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55
1668
$4K ﹤0.01%
95
1669
$4K ﹤0.01%
+66
1670
$4K ﹤0.01%
45
1671
$4K ﹤0.01%
85
1672
$4K ﹤0.01%
123
1673
$4K ﹤0.01%
75
1674
$4K ﹤0.01%
14
1675
$4K ﹤0.01%
+14