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
1701
$3K ﹤0.01%
634
1702
$3K ﹤0.01%
+13
1703
$3K ﹤0.01%
100
1704
$3K ﹤0.01%
125
1705
$3K ﹤0.01%
333
1706
$3K ﹤0.01%
+118
1707
$3K ﹤0.01%
24,732
1708
$3K ﹤0.01%
100
1709
$3K ﹤0.01%
49
+14
1710
$3K ﹤0.01%
160
-185
1711
$3K ﹤0.01%
420
1712
$3K ﹤0.01%
31
-136
1713
$3K ﹤0.01%
53
-275
1714
$3K ﹤0.01%
1,450
1715
$3K ﹤0.01%
300
1716
$3K ﹤0.01%
100
1717
$3K ﹤0.01%
274
+258
1718
$3K ﹤0.01%
+56
1719
$3K ﹤0.01%
200
1720
$3K ﹤0.01%
+150
1721
$3K ﹤0.01%
100
1722
$3K ﹤0.01%
108
1723
$3K ﹤0.01%
268
-223
1724
$3K ﹤0.01%
135
1725
$3K ﹤0.01%
100