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
576
$268K 0.01%
18,469
577
$264K 0.01%
5,498
-260
578
$264K 0.01%
8,245
-5,278
579
$260K 0.01%
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580
$257K 0.01%
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581
$254K 0.01%
665
582
$252K 0.01%
3,670
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583
$251K 0.01%
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$250K 0.01%
2,337
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586
$249K 0.01%
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588
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589
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590
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595
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596
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230
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599
$234K 0.01%
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$234K 0.01%
1,107
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22 23
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25 26