AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 14.53%
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
401
$794K 0.02%
5,279
-213
402
$778K 0.02%
82,715
-23,363
403
$778K 0.02%
7,676
-331
404
$777K 0.02%
10,022
-223
405
$777K 0.02%
5,875
+490
406
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25,974
-598
407
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25,188
-275
408
$757K 0.02%
15,449
-500
409
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16,602
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410
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15,175
411
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11,030
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412
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7,132
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413
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40,000
+27,000
414
$738K 0.02%
27,776
-1,165
415
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164,096
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416
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13,784
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417
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418
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7,525
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419
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160,364
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420
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5,912
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421
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26,366
422
$688K 0.02%
26,529
-3,393
423
$687K 0.02%
+28,195
424
$687K 0.02%
13,092
-1,838
425
$686K 0.02%
24,620
+136
15 16
17
18 19