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
$4.02B
AUM Growth
-$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,009
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$18.3M
3
+$11.4M
4
NN icon
NextNav
NN
+$10.9M
5
SF icon
Stifel
SF
+$10.6M

Top Sells

1
+$173M
2
+$106M
3
+$43M
4
KSS icon
Kohl's
KSS
+$35.8M
5
CVS icon
CVS Health
CVS
+$22.4M

Sector Composition

1 Industrials 17.36%
2 Technology 14.54%
3 Financials 8.22%
4 Consumer Discretionary 7.44%
5 Healthcare 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.62M 0.06%
114,872
-5,132
227
$2.62M 0.06%
6,005
+108
228
$2.58M 0.06%
96,755
-700
229
$2.55M 0.06%
27,015
-29,502
230
$2.55M 0.06%
163,420
+8,892
231
$2.54M 0.06%
100,186
+62,135
232
$2.54M 0.06%
6,570
-201
233
$2.53M 0.06%
114,910
234
$2.51M 0.06%
6,714
-119
235
$2.49M 0.06%
288,641
-6,515
236
$2.47M 0.06%
33,499
-7,499
237
$2.46M 0.06%
69,189
+3,710
238
$2.35M 0.06%
41,444
+1,332
239
$2.33M 0.06%
10,898
+177
240
$2.32M 0.06%
240,714
+216,162
241
$2.31M 0.06%
368,812
-45,118
242
$2.3M 0.06%
83,096
+80,101
243
$2.3M 0.06%
110,217
-1,319
244
$2.23M 0.06%
16,872
+54
245
$2.23M 0.06%
81,789
+55,929
246
$2.2M 0.05%
64,624
+32,546
247
$2.18M 0.05%
24,314
-150
248
$2.17M 0.05%
72,343
-34,333
249
$2.16M 0.05%
10,445
-6,995
250
$2.13M 0.05%
82,152
+45,679
8 9
10
11 12