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
301
$1.5M 0.04%
91,055
+28,290
302
$1.48M 0.04%
3,856
-410
303
$1.46M 0.04%
9,389
-2
304
$1.46M 0.04%
13,614
-1,208
305
$1.45M 0.04%
23,133
-4,968
306
$1.45M 0.04%
+74,530
307
$1.45M 0.04%
14,908
308
$1.43M 0.04%
119,965
-36,667
309
$1.42M 0.04%
113,554
-11,556
310
$1.41M 0.04%
26,367
-8,466
311
$1.41M 0.03%
8,132
-82
312
$1.41M 0.03%
12,738
313
$1.4M 0.03%
37,398
-4,617
314
$1.4M 0.03%
6,885
-288
315
$1.4M 0.03%
7,799
+916
316
$1.39M 0.03%
144,257
-64,600
317
$1.38M 0.03%
136,594
-7,052
318
$1.38M 0.03%
30,722
-1,956
319
$1.37M 0.03%
79,671
320
$1.37M 0.03%
174,626
321
$1.36M 0.03%
100,440
+56,130
322
$1.36M 0.03%
7,447
-523
323
$1.35M 0.03%
26,586
324
$1.34M 0.03%
10,549
+38
325
$1.33M 0.03%
8,345
+220
11 12
13
14 15