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
626
$200K 0.01%
3,705
+75
627
$198K ﹤0.01%
12,154
+706
628
$196K ﹤0.01%
2,189
629
$195K ﹤0.01%
652
+20
630
$192K ﹤0.01%
1,140
+90
631
$192K ﹤0.01%
3,336
632
$191K ﹤0.01%
3,900
633
$191K ﹤0.01%
825
634
$191K ﹤0.01%
875
635
$189K ﹤0.01%
3,675
636
$189K ﹤0.01%
1,297
637
$189K ﹤0.01%
2,466
+496
638
$188K ﹤0.01%
5,222
-500
639
$188K ﹤0.01%
502
-358
640
$187K ﹤0.01%
207
641
$186K ﹤0.01%
781
642
$186K ﹤0.01%
6,937
643
$185K ﹤0.01%
3,800
+1,500
644
$184K ﹤0.01%
26,500
645
$184K ﹤0.01%
3,444
+2,484
646
$183K ﹤0.01%
3,177
-42,623
647
$183K ﹤0.01%
5,900
648
$181K ﹤0.01%
11,135
+1,335
649
$180K ﹤0.01%
1,100
+110
650
$178K ﹤0.01%
1,075
+48
24 25
26
27 28