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
376
$904K 0.02%
7,172
+2,168
377
$902K 0.02%
23,755
378
$896K 0.02%
45,106
+3,889
379
$893K 0.02%
23,478
+79
380
$888K 0.02%
12,898
-297
381
$886K 0.02%
2,660
382
$878K 0.02%
4,826
-29
383
$873K 0.02%
148,922
-3,388
384
$869K 0.02%
18,000
385
$868K 0.02%
27,942
-3,806
386
$858K 0.02%
65,106
-5,000
387
$855K 0.02%
8,246
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388
$847K 0.02%
33,314
-52,009
389
$846K 0.02%
53,996
-491
390
$845K 0.02%
140,676
+43,601
391
$836K 0.02%
16,620
-306
392
$836K 0.02%
2,811
393
$830K 0.02%
9,457
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394
$830K 0.02%
4,878
395
$824K 0.02%
3,657
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396
$823K 0.02%
1,068,531
397
$817K 0.02%
6,215
-223
398
$806K 0.02%
27,343
399
$804K 0.02%
8,095
-210
400
$796K 0.02%
+88,434
14 15
16
17 18