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
651
$178K ﹤0.01%
1,475
652
$178K ﹤0.01%
4,400
653
$177K ﹤0.01%
15,445
654
$176K ﹤0.01%
933
655
$175K ﹤0.01%
4,600
-1,200
656
$175K ﹤0.01%
7,382
657
$175K ﹤0.01%
1,263
+25
658
$174K ﹤0.01%
579,907
-2,500
659
$173K ﹤0.01%
+4,947
660
$170K ﹤0.01%
3,406
+1
661
$168K ﹤0.01%
2,136
+52
662
$165K ﹤0.01%
1,204
-224
663
$165K ﹤0.01%
1,350
664
$164K ﹤0.01%
+10,000
665
$164K ﹤0.01%
7,245
+3,384
666
$163K ﹤0.01%
155
667
$161K ﹤0.01%
1,720
-357
668
$161K ﹤0.01%
+3,800
669
$161K ﹤0.01%
12,861
-327
670
$160K ﹤0.01%
4,443
+41
671
$160K ﹤0.01%
2,000
672
$159K ﹤0.01%
30,000
673
$159K ﹤0.01%
1,137
674
$158K ﹤0.01%
5,500
675
$158K ﹤0.01%
2,697
-534
25 26
27
28 29