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
701
$142K ﹤0.01%
2,024
702
$142K ﹤0.01%
1,075
703
$142K ﹤0.01%
5,597
704
$140K ﹤0.01%
850
-237
705
$140K ﹤0.01%
1,949
706
$140K ﹤0.01%
1,828
-49
707
$140K ﹤0.01%
3,650
-1,644
708
$139K ﹤0.01%
2,410
709
$139K ﹤0.01%
288
-61
710
$138K ﹤0.01%
1,387
711
$138K ﹤0.01%
+1,000
712
$135K ﹤0.01%
8,350
+349
713
$131K ﹤0.01%
31,970
714
$130K ﹤0.01%
6,500
715
$130K ﹤0.01%
4,811
716
$130K ﹤0.01%
1,284
-50
717
$129K ﹤0.01%
1,700
718
$127K ﹤0.01%
2,977
+477
719
$127K ﹤0.01%
27,771
+100
720
$126K ﹤0.01%
511
721
$126K ﹤0.01%
1,250
722
$125K ﹤0.01%
+728
723
$124K ﹤0.01%
4,545
724
$124K ﹤0.01%
1,311
725
$124K ﹤0.01%
3,193
+38
27 28
29
30 31