AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
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
501
$419K 0.01%
783
-74
502
$415K 0.01%
294,380
-25,125
503
$413K 0.01%
+10,700
504
$412K 0.01%
2,285
505
$406K 0.01%
26,407
-900
506
$399K 0.01%
10,929
-740
507
$398K 0.01%
9,557
+3,261
508
$397K 0.01%
14,206
-6,011
509
$395K 0.01%
1,799
+100
510
$392K 0.01%
31,346
+31,330
511
$390K 0.01%
11,550
-500
512
$387K 0.01%
113,049
-2,575
513
$386K 0.01%
29,476
+3,976
514
$382K 0.01%
3,354
515
$382K 0.01%
1,906
-1,280
516
$379K 0.01%
16,469
-1,558,158
517
$377K 0.01%
43,733
518
$377K 0.01%
804
-78
519
$376K 0.01%
3,947
-190
520
$369K 0.01%
3,470
-160
521
$368K 0.01%
11,580
-5,010
522
$368K 0.01%
13,858
-138
523
$366K 0.01%
1,330
+402
524
$362K 0.01%
4,981
+2
525
$362K 0.01%
2,801
19 20
21
22 23