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
701
$142K ﹤0.01%
5,597
702
$140K ﹤0.01%
850
-237
703
$140K ﹤0.01%
1,949
704
$140K ﹤0.01%
1,828
-49
705
$140K ﹤0.01%
3,650
-1,644
706
$139K ﹤0.01%
2,410
707
$139K ﹤0.01%
288
-61
708
$138K ﹤0.01%
1,387
709
$138K ﹤0.01%
+1,000
710
$135K ﹤0.01%
8,350
+349
711
$131K ﹤0.01%
31,970
712
$130K ﹤0.01%
6,500
713
$130K ﹤0.01%
4,811
714
$130K ﹤0.01%
1,284
-50
715
$129K ﹤0.01%
1,700
716
$127K ﹤0.01%
2,977
+477
717
$127K ﹤0.01%
27,771
+100
718
$126K ﹤0.01%
511
719
$126K ﹤0.01%
1,250
720
$125K ﹤0.01%
+728
721
$124K ﹤0.01%
4,545
722
$124K ﹤0.01%
1,311
723
$124K ﹤0.01%
3,193
+38
724
$123K ﹤0.01%
1,031
725
$119K ﹤0.01%
1,150
27 28
29
30 31