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
1801
$2K ﹤0.01%
479
1802
$2K ﹤0.01%
+250
1803
$2K ﹤0.01%
56
1804
$2K ﹤0.01%
450
1805
$2K ﹤0.01%
100
1806
$2K ﹤0.01%
168
1807
$2K ﹤0.01%
+16
1808
$2K ﹤0.01%
27
-43
1809
$2K ﹤0.01%
27
1810
$2K ﹤0.01%
100
1811
$2K ﹤0.01%
11,718
1812
$2K ﹤0.01%
666
1813
$2K ﹤0.01%
25
1814
$2K ﹤0.01%
25
1815
$2K ﹤0.01%
+111
1816
$2K ﹤0.01%
+33
1817
$2K ﹤0.01%
50
1818
$2K ﹤0.01%
50
1819
$2K ﹤0.01%
+16
1820
$2K ﹤0.01%
25
1821
$2K ﹤0.01%
94
1822
$2K ﹤0.01%
+9
1823
$2K ﹤0.01%
50
1824
$2K ﹤0.01%
100
1825
$2K ﹤0.01%
14