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
551
$318K 0.01%
24,783
552
$315K 0.01%
6,154
553
$315K 0.01%
2,810
554
$314K 0.01%
1,357
555
$311K 0.01%
15,568
+1,254
556
$310K 0.01%
3,483
557
$309K 0.01%
2,168
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558
$308K 0.01%
21,141
559
$305K 0.01%
403
560
$303K 0.01%
11,500
561
$301K 0.01%
88,974
-2,039
562
$297K 0.01%
14,600
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563
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4,906
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564
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565
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4,122
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566
$294K 0.01%
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567
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1,545
568
$282K 0.01%
13,634
569
$278K 0.01%
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570
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6,227
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571
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572
$276K 0.01%
725
573
$274K 0.01%
1,748
574
$274K 0.01%
2,844
575
$269K 0.01%
76,488
-2,037
21 22
23
24 25