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
1976
$1K ﹤0.01%
42
1977
$1K ﹤0.01%
38
+36
1978
$1K ﹤0.01%
+120
1979
$1K ﹤0.01%
27
1980
$1K ﹤0.01%
100
1981
$1K ﹤0.01%
+18
1982
$1K ﹤0.01%
21
1983
$1K ﹤0.01%
+8
1984
$1K ﹤0.01%
176
1985
$1K ﹤0.01%
353
1986
$1K ﹤0.01%
8,006
1987
$1K ﹤0.01%
21
1988
$1K ﹤0.01%
+13
1989
$1K ﹤0.01%
+26
1990
$1K ﹤0.01%
+19
1991
$1K ﹤0.01%
+2
1992
$1K ﹤0.01%
135
1993
$1K ﹤0.01%
68
1994
$1K ﹤0.01%
100
-3,570
1995
$1K ﹤0.01%
40
1996
$1K ﹤0.01%
50
1997
$1K ﹤0.01%
116
1998
$1K ﹤0.01%
6,650
1999
$1K ﹤0.01%
14
+5
2000
$1K ﹤0.01%
40