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
426
$686K 0.02%
24,620
+136
427
$685K 0.02%
1,603
428
$673K 0.02%
4,020
429
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48,198
430
$659K 0.02%
6,173
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431
$657K 0.02%
56,923
-1,162
432
$654K 0.02%
32,894
-39,000
433
$654K 0.02%
10,072
+2
434
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2,862
-58
435
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127,002
-2,900
436
$635K 0.02%
16,496
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437
$634K 0.02%
6,200
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438
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10,321
439
$626K 0.02%
1,086
-51
440
$626K 0.02%
1,132
-62
441
$623K 0.02%
4,426
-105
442
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13,367
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443
$618K 0.02%
76,904
-186,015
444
$604K 0.02%
12,000
+2,000
445
$592K 0.01%
+27,268
446
$591K 0.01%
408,705
-9,344
447
$586K 0.01%
13,999
+150
448
$583K 0.01%
134,552
-3,088
449
$572K 0.01%
5,682
-32
450
$563K 0.01%
3,000
16 17
18
19 20