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
476
$487K 0.01%
6,930
477
$481K 0.01%
12,985
478
$479K 0.01%
6,989
479
$477K 0.01%
25,210
-22,460
480
$474K 0.01%
3,204
-19
481
$465K 0.01%
13,814
+1,228
482
$465K 0.01%
3,934
483
$462K 0.01%
3,033
484
$461K 0.01%
2,375
485
$460K 0.01%
3,609
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486
$453K 0.01%
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487
$448K 0.01%
2,817
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488
$443K 0.01%
1,186
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489
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+8,633
490
$439K 0.01%
+29,220
491
$439K 0.01%
16,950
+13,882
492
$439K 0.01%
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494
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9,190
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495
$433K 0.01%
11,146
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496
$431K 0.01%
19,035
497
$423K 0.01%
+55,030
498
$421K 0.01%
56,564
-2,270
499
$421K 0.01%
3,113
+1,976
500
$419K 0.01%
783
-74
18 19
20
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