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
351
$1.08M 0.03%
14,357
-696
352
$1.07M 0.03%
70,148
+28,453
353
$1.06M 0.03%
2,271
+25
354
$1.06M 0.03%
45,238
-87,280
355
$1.05M 0.03%
19,329
+13,121
356
$1.04M 0.03%
+146,470
357
$1.04M 0.03%
68,920
+1,658
358
$1.04M 0.03%
16,530
+780
359
$1.03M 0.03%
20,425
+1,692
360
$1.02M 0.03%
17,249
-1,379
361
$1.02M 0.03%
11,173
-797
362
$1.02M 0.03%
18,904
+298
363
$1M 0.02%
10,317
-52
364
$976K 0.02%
46,809
+183
365
$969K 0.02%
3,715
-95
366
$961K 0.02%
7,416
+190
367
$955K 0.02%
9,160
-1,325
368
$953K 0.02%
2,143
369
$948K 0.02%
1,443
+50
370
$937K 0.02%
7,441
371
$934K 0.02%
138,590
-115,590
372
$933K 0.02%
5,109
373
$927K 0.02%
14,030
-530
374
$923K 0.02%
133,372
-3,010
375
$918K 0.02%
14,141
+1
13 14
15
16 17