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
451
$561K 0.01%
7,882
-740
452
$558K 0.01%
19,861
+19,610
453
$558K 0.01%
11,340
+3,000
454
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455
$555K 0.01%
38,014
-865
456
$554K 0.01%
7,079
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457
$552K 0.01%
21,071
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458
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1,129
459
$539K 0.01%
142,091
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460
$536K 0.01%
3,904
-128
461
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3,065
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462
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463
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19,710
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464
$522K 0.01%
88,632
+67,732
465
$513K 0.01%
37,490
+11,420
466
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467
$505K 0.01%
+24,675
468
$503K 0.01%
10,750
-111
469
$501K 0.01%
11,773
+980
470
$501K 0.01%
12,805
471
$499K 0.01%
2,105
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472
$498K 0.01%
26,078
-1,889
473
$495K 0.01%
1,861
474
$490K 0.01%
7,013
-302
475
$488K 0.01%
5,986
17 18
19
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