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
1676
$4K ﹤0.01%
54
-4
1677
$4K ﹤0.01%
+149
1678
$4K ﹤0.01%
+33
1679
$4K ﹤0.01%
473
1680
$4K ﹤0.01%
250
1681
$4K ﹤0.01%
49,309
1682
$4K ﹤0.01%
215
1683
$4K ﹤0.01%
52,800
+1,000
1684
$4K ﹤0.01%
33,458
1685
$4K ﹤0.01%
22,551
1686
$4K ﹤0.01%
32,000
1687
$4K ﹤0.01%
17,500
1688
$4K ﹤0.01%
23,350
1689
$4K ﹤0.01%
14,004
1690
$4K ﹤0.01%
10,749
1691
$4K ﹤0.01%
10,000
1692
$4K ﹤0.01%
+1,000
1693
$4K ﹤0.01%
36,652
1694
$4K ﹤0.01%
25,198
1695
$4K ﹤0.01%
47,519
1696
$4K ﹤0.01%
500
1697
$4K ﹤0.01%
10
1698
$4K ﹤0.01%
18,269
1699
$4K ﹤0.01%
25
1700
$3K ﹤0.01%
+135