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
2026
$1K ﹤0.01%
10,825
2027
$1K ﹤0.01%
5,050
2028
$1K ﹤0.01%
5,450
2029
$1K ﹤0.01%
10,850
2030
$1K ﹤0.01%
3,750
2031
$1K ﹤0.01%
6,450
2032
$1K ﹤0.01%
2,664
2033
$1K ﹤0.01%
7,900
2034
$1K ﹤0.01%
+10,000
2035
$1K ﹤0.01%
18,700
2036
$1K ﹤0.01%
10,450
2037
$1K ﹤0.01%
6,000
2038
$1K ﹤0.01%
25
2039
$1K ﹤0.01%
13,455
2040
$1K ﹤0.01%
3,000
2041
$1K ﹤0.01%
5,589
2042
$1K ﹤0.01%
2,652
2043
$1K ﹤0.01%
9,400
2044
$1K ﹤0.01%
+6,450
2045
$1K ﹤0.01%
+5,200
2046
$1K ﹤0.01%
+100
2047
$1K ﹤0.01%
+5,400
2048
$1K ﹤0.01%
2,600
2049
$1K ﹤0.01%
4,663
2050
$1K ﹤0.01%
20,213