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
1951
$1K ﹤0.01%
20
1952
$1K ﹤0.01%
25
1953
$1K ﹤0.01%
19
1954
$1K ﹤0.01%
52
1955
$1K ﹤0.01%
+11
1956
$1K ﹤0.01%
3,450
1957
$1K ﹤0.01%
13
-16
1958
$1K ﹤0.01%
24
1959
$1K ﹤0.01%
8
1960
$1K ﹤0.01%
50
1961
$1K ﹤0.01%
2
1962
$1K ﹤0.01%
+8
1963
$1K ﹤0.01%
36
1964
$1K ﹤0.01%
65
1965
$1K ﹤0.01%
200
1966
$1K ﹤0.01%
+88
1967
$1K ﹤0.01%
45
-1,955
1968
$1K ﹤0.01%
30
1969
$1K ﹤0.01%
+39
1970
$1K ﹤0.01%
+68
1971
$1K ﹤0.01%
+15
1972
$1K ﹤0.01%
41
-78
1973
$1K ﹤0.01%
+22
1974
$1K ﹤0.01%
+20
1975
$1K ﹤0.01%
44