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
526
$356K 0.01%
8,234
+25
527
$355K 0.01%
23,587
528
$353K 0.01%
127,411
529
$351K 0.01%
5,572
+1
530
$351K 0.01%
11,523
+1,606
531
$349K 0.01%
+5,813
532
$349K 0.01%
15,010
533
$348K 0.01%
38,500
534
$346K 0.01%
3,439
+1,105
535
$346K 0.01%
1,121
-23
536
$342K 0.01%
9,015
537
$342K 0.01%
5,545
538
$339K 0.01%
1,363
+125
539
$339K 0.01%
3,525
-1
540
$338K 0.01%
216,179
+6,676
541
$336K 0.01%
1,984
+80
542
$334K 0.01%
3,137
+68
543
$333K 0.01%
8,008
+2,075
544
$331K 0.01%
4,853
+4,253
545
$331K 0.01%
+4,830
546
$328K 0.01%
19,080
-20,542
547
$325K 0.01%
6,416
-9,875
548
$321K 0.01%
6,069
549
$319K 0.01%
32,153
-89,710
550
$318K 0.01%
4,863
-152
20 21
22
23 24