AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
51
$14.9M 0.37%
595,806
+20,614
52
$14.8M 0.37%
696,290
+212,790
53
$14.7M 0.36%
381,354
+29,523
54
$14.4M 0.36%
78,648
-1,154
55
$13.9M 0.34%
31,531
+73
56
$13.5M 0.34%
179,445
-3,880
57
$13.5M 0.33%
135,826
+83,585
58
$13.2M 0.33%
79,949
-1,515
59
$13.1M 0.32%
1,610,275
+1,344,478
60
$13M 0.32%
183,533
-89,679
61
$13M 0.32%
89,651
-14,719
62
$13M 0.32%
221,743
-70
63
$12.8M 0.32%
127,236
-480
64
$12.7M 0.31%
318,511
-313,012
65
$12.6M 0.31%
315,464
-2,825
66
$12.2M 0.3%
72,559
-475
67
$12M 0.3%
164,728
-3,143
68
$11.8M 0.29%
346,580
+37,400
69
$11.5M 0.29%
785,518
-56,591
70
$11.4M 0.28%
433,938
-8,342
71
$11.4M 0.28%
+151,757
72
$11.3M 0.28%
36,108
-496
73
$11.1M 0.27%
103,734
+6,248
74
$10.8M 0.27%
59,420
-2,852
75
$10.7M 0.27%
173,520
+58,849
1 2
3
4 5