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
451
$558K 0.01%
19,861
+19,610
452
$558K 0.01%
11,340
+3,000
453
$557K 0.01%
4,073
-420
454
$555K 0.01%
38,014
-865
455
$554K 0.01%
7,079
+30
456
$552K 0.01%
21,071
+543
457
$550K 0.01%
1,129
458
$539K 0.01%
142,091
-3,273
459
$536K 0.01%
3,904
-128
460
$533K 0.01%
3,065
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461
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25,868
462
$523K 0.01%
19,710
+9,710
463
$522K 0.01%
88,632
+67,732
464
$513K 0.01%
37,490
+11,420
465
$505K 0.01%
+66,720
466
$505K 0.01%
+24,675
467
$503K 0.01%
10,750
-111
468
$501K 0.01%
11,773
+980
469
$501K 0.01%
12,805
470
$499K 0.01%
2,105
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471
$498K 0.01%
26,078
-1,889
472
$495K 0.01%
1,861
473
$490K 0.01%
7,013
-302
474
$488K 0.01%
5,986
475
$488K 0.01%
4,300
17 18
19
20 21