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
551
$315K 0.01%
2,810
552
$314K 0.01%
1,357
553
$311K 0.01%
15,568
+1,254
554
$310K 0.01%
3,483
555
$309K 0.01%
2,168
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556
$308K 0.01%
21,141
557
$305K 0.01%
403
558
$303K 0.01%
11,500
559
$301K 0.01%
88,974
-2,039
560
$297K 0.01%
14,600
+4,600
561
$296K 0.01%
4,906
+242
562
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14,565
563
$294K 0.01%
4,122
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564
$294K 0.01%
7,141
-704
565
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1,545
566
$282K 0.01%
13,634
567
$278K 0.01%
2,755
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568
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569
$276K 0.01%
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570
$276K 0.01%
725
571
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572
$274K 0.01%
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573
$269K 0.01%
76,488
-2,037
574
$268K 0.01%
18,469
575
$264K 0.01%
5,498
-260
21 22
23
24 25