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
276
$1.76M 0.04%
69,047
277
$1.75M 0.04%
7,023
+125
278
$1.75M 0.04%
21,608
-815
279
$1.74M 0.04%
83,172
+87
280
$1.73M 0.04%
11,247
-208
281
$1.72M 0.04%
5,056
282
$1.7M 0.04%
79,940
-48
283
$1.7M 0.04%
28,260
-2,148
284
$1.68M 0.04%
58,691
+10,138
285
$1.68M 0.04%
5,605
-40
286
$1.66M 0.04%
157,132
+22,034
287
$1.65M 0.04%
193,081
+4
288
$1.65M 0.04%
505,994
+14,576
289
$1.62M 0.04%
7,991
290
$1.62M 0.04%
14,931
-1,178
291
$1.61M 0.04%
128,039
-2,894
292
$1.59M 0.04%
38,316
-2,622
293
$1.58M 0.04%
12,060
-792
294
$1.57M 0.04%
109,323
+9,495
295
$1.56M 0.04%
13,156
-297
296
$1.55M 0.04%
10,474
-1,713
297
$1.53M 0.04%
23,405
-30,250
298
$1.53M 0.04%
13,916
-583
299
$1.52M 0.04%
29,639
+18,858
300
$1.51M 0.04%
+152,817
10 11
12
13 14