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
476
$488K 0.01%
4,300
477
$487K 0.01%
6,930
478
$481K 0.01%
12,985
479
$479K 0.01%
6,989
480
$477K 0.01%
25,210
-22,460
481
$474K 0.01%
3,204
-19
482
$465K 0.01%
5,780
+514
483
$465K 0.01%
3,934
484
$462K 0.01%
3,033
485
$461K 0.01%
2,375
486
$460K 0.01%
3,609
+258
487
$453K 0.01%
+45,370
488
$448K 0.01%
2,817
-417
489
$443K 0.01%
1,186
+49
490
$439K 0.01%
+8,633
491
$439K 0.01%
+29,220
492
$439K 0.01%
16,950
+13,882
493
$439K 0.01%
12,925
+103
494
$438K 0.01%
5,853
-1,292
495
$434K 0.01%
9,190
+1,667
496
$433K 0.01%
11,146
-600
497
$431K 0.01%
19,035
498
$423K 0.01%
+55,030
499
$421K 0.01%
56,564
-2,270
500
$421K 0.01%
3,113
+1,976
18 19
20
21 22