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
26
$35.5M 0.88%
215,227
-509
27
$34.5M 0.85%
2,926,983
-900
28
$32.9M 0.82%
428,944
-61,384
29
$32.3M 0.8%
812,549
+7,985
30
$30.8M 0.76%
101,427
-17,834
31
$30.1M 0.74%
163,941
+341
32
$29.3M 0.73%
507,795
+526
33
$27M 0.67%
105,781
+148
34
$23.8M 0.59%
98,626
-952
35
$22.5M 0.56%
366,854
+46,769
36
$22.2M 0.55%
179,498
-10,562
37
$22.1M 0.55%
1,589,153
-16,712
38
$20.6M 0.51%
103,616
+45,720
39
$20.5M 0.51%
277,385
+77,864
40
$19M 0.47%
888,213
-16,860
41
$18.8M 0.47%
661,543
-5,699
42
$18.5M 0.46%
42,260
+7,285
43
$18.3M 0.45%
+962,330
44
$17.8M 0.44%
205,486
+32,236
45
$17.5M 0.43%
90,200
+10,337
46
$17.2M 0.43%
87,324
+968
47
$17M 0.42%
93,171
+1,420
48
$16.4M 0.41%
19,348
-742
49
$15.7M 0.39%
242,519
+43,972
50
$15M 0.37%
81,925
+14,889
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