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
2051
$1K ﹤0.01%
3,198
2052
$1K ﹤0.01%
2,500
2053
$1K ﹤0.01%
7,200
2054
$1K ﹤0.01%
11,600
2055
$1K ﹤0.01%
3,332
2056
$1K ﹤0.01%
2,700
2057
$1K ﹤0.01%
+100
2058
$1K ﹤0.01%
+8,600
2059
$1K ﹤0.01%
6,700
2060
$1K ﹤0.01%
10,000
2061
$1K ﹤0.01%
1,775
2062
$1K ﹤0.01%
3,750
2063
$1K ﹤0.01%
7,718
2064
$1K ﹤0.01%
21
2065
$1K ﹤0.01%
5,000
2066
$1K ﹤0.01%
16,944
2067
$0 ﹤0.01%
8
2068
-1,073
2069
-32
2070
$0 ﹤0.01%
79
2071
-850
2072
$0 ﹤0.01%
212
-2,888
2073
-3,000
2074
$0 ﹤0.01%
400
2075
-900