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
426
$685K 0.02%
1,603
427
$673K 0.02%
4,020
428
$659K 0.02%
48,198
429
$659K 0.02%
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430
$657K 0.02%
56,923
-1,162
431
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32,894
-39,000
432
$654K 0.02%
10,072
+2
433
$653K 0.02%
2,862
-58
434
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127,002
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435
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16,496
+1,054
436
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6,200
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437
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438
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439
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1,132
-62
440
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4,426
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13,367
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443
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12,000
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444
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445
$591K 0.01%
408,705
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446
$586K 0.01%
13,999
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447
$583K 0.01%
134,552
-3,088
448
$572K 0.01%
5,682
-32
449
$563K 0.01%
3,000
450
$561K 0.01%
7,882
-740
16 17
18
19 20