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
576
$264K 0.01%
8,245
-5,278
577
$260K 0.01%
2,831
-4,489
578
$257K 0.01%
5,141
579
$254K 0.01%
665
580
$252K 0.01%
3,670
-97
581
$251K 0.01%
7,187
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582
$250K 0.01%
2,337
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583
$250K 0.01%
3,246
584
$249K 0.01%
9,606
-438
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6,000
586
$244K 0.01%
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587
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102,777
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588
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735
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1,642
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590
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10,000
591
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592
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593
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594
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595
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1,107
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599
$231K 0.01%
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600
$231K 0.01%
7,321
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22 23
24
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