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
676
$158K ﹤0.01%
1,609
-1,747
677
$158K ﹤0.01%
+1,856
678
$157K ﹤0.01%
915
679
$157K ﹤0.01%
23,050
+24
680
$156K ﹤0.01%
4,850
+4,350
681
$155K ﹤0.01%
6,828
-500
682
$153K ﹤0.01%
599
683
$153K ﹤0.01%
10,993
684
$152K ﹤0.01%
12,227
685
$152K ﹤0.01%
2,776
-237
686
$152K ﹤0.01%
3,950
687
$150K ﹤0.01%
+5,171
688
$150K ﹤0.01%
10,150
+10,000
689
$149K ﹤0.01%
2,001
+100
690
$148K ﹤0.01%
2,466
-68
691
$148K ﹤0.01%
5,394
+886
692
$148K ﹤0.01%
1,793
693
$147K ﹤0.01%
1,538
-183
694
$147K ﹤0.01%
1,665
695
$146K ﹤0.01%
3,508
696
$144K ﹤0.01%
2,292
+122
697
$144K ﹤0.01%
30,000
-30,000
698
$144K ﹤0.01%
10,000
699
$143K ﹤0.01%
1,330
700
$143K ﹤0.01%
2,499
26 27
28
29 30