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
726
$123K ﹤0.01%
1,031
727
$119K ﹤0.01%
1,150
728
$119K ﹤0.01%
202
729
$116K ﹤0.01%
2,655
+21
730
$115K ﹤0.01%
+4,430
731
$113K ﹤0.01%
1,048
-100
732
$112K ﹤0.01%
1,937
-253
733
$112K ﹤0.01%
426
-100
734
$112K ﹤0.01%
7,300
+100
735
$111K ﹤0.01%
5,000
736
$109K ﹤0.01%
4,072
737
$108K ﹤0.01%
+35,760
738
$108K ﹤0.01%
199
739
$108K ﹤0.01%
1,450
-575
740
$108K ﹤0.01%
2,207
-278
741
$106K ﹤0.01%
3,525
+25
742
$106K ﹤0.01%
4,480
-2,200
743
$106K ﹤0.01%
1,092
744
$105K ﹤0.01%
4,297
745
$105K ﹤0.01%
3,378
-65,841
746
$103K ﹤0.01%
2,000
-5,000
747
$101K ﹤0.01%
1,593
748
$100K ﹤0.01%
2,498
749
$100K ﹤0.01%
61
-1
750
$100K ﹤0.01%
2,619
28 29
30
31 32