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
1901
$1K ﹤0.01%
5,000
1902
$1K ﹤0.01%
5,141
1903
$1K ﹤0.01%
15,350
1904
$1K ﹤0.01%
10,754
1905
$1K ﹤0.01%
9,100
1906
$1K ﹤0.01%
12,032
1907
$1K ﹤0.01%
2,818
1908
$1K ﹤0.01%
6,364
1909
$1K ﹤0.01%
2,932
1910
$1K ﹤0.01%
11,100
1911
$1K ﹤0.01%
1,965
1912
$1K ﹤0.01%
4,400
1913
$1K ﹤0.01%
6,657
+357
1914
$1K ﹤0.01%
7,802
1915
$1K ﹤0.01%
18,668
+1,500
1916
$1K ﹤0.01%
11,832
1917
$1K ﹤0.01%
6,000
1918
$1K ﹤0.01%
13,850
1919
$1K ﹤0.01%
14,046
1920
$1K ﹤0.01%
12,098
1921
$1K ﹤0.01%
2,725
1922
$1K ﹤0.01%
24,300
1923
$1K ﹤0.01%
9,979
+119
1924
$1K ﹤0.01%
13,000
1925
$1K ﹤0.01%
1,075