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
251
$2.1M 0.05%
+308,487
252
$2.1M 0.05%
39,706
+37,766
253
$2.1M 0.05%
91,429
-30,135
254
$2.08M 0.05%
68,156
+2,677
255
$2.07M 0.05%
453,480
+217,910
256
$2.04M 0.05%
16,355
-248
257
$2.01M 0.05%
93,606
-1,500
258
$2.01M 0.05%
11,590
-381
259
$2M 0.05%
8,858
-87
260
$2M 0.05%
+56,166
261
$1.95M 0.05%
50,704
-26,598
262
$1.92M 0.05%
8,043
-25
263
$1.92M 0.05%
61,848
+901
264
$1.91M 0.05%
45,959
+193
265
$1.91M 0.05%
200,550
-108,107
266
$1.84M 0.05%
185,773
267
$1.82M 0.05%
11,231
+2,842
268
$1.81M 0.05%
7,766
+331
269
$1.8M 0.04%
20,040
+2,100
270
$1.79M 0.04%
16,130
-28,360
271
$1.79M 0.04%
154,445
+131,935
272
$1.78M 0.04%
9,005
+2,420
273
$1.77M 0.04%
6,035
274
$1.77M 0.04%
4,528
275
$1.77M 0.04%
51,715
-32,830
9 10
11
12 13