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
751
$99.8K ﹤0.01%
1,000
752
$97.3K ﹤0.01%
859
753
$96.3K ﹤0.01%
906
754
$95.5K ﹤0.01%
1,195
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755
$94.5K ﹤0.01%
2,244
-3,471
756
$93.8K ﹤0.01%
2,301
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757
$93.5K ﹤0.01%
1,831
758
$92.5K ﹤0.01%
7,000
759
$92.5K ﹤0.01%
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760
$92.4K ﹤0.01%
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761
$91.5K ﹤0.01%
339
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$91K ﹤0.01%
1,434
-1,254
763
$90.7K ﹤0.01%
+3,671
764
$90.4K ﹤0.01%
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$89.6K ﹤0.01%
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766
$89.2K ﹤0.01%
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$89.2K ﹤0.01%
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$89.1K ﹤0.01%
22,338
769
$89.1K ﹤0.01%
312
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$89K ﹤0.01%
1,829
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$88.9K ﹤0.01%
950
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$88.7K ﹤0.01%
709
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773
$88.2K ﹤0.01%
2,272
774
$87.4K ﹤0.01%
988
-641
775
$87.3K ﹤0.01%
600
29 30
31
32 33