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
776
$87K ﹤0.01%
6,100
777
$86.8K ﹤0.01%
7,396
778
$86.6K ﹤0.01%
347
-1
779
$85.7K ﹤0.01%
4,600
780
$85.3K ﹤0.01%
996
-100
781
$84.7K ﹤0.01%
5,000
782
$84.1K ﹤0.01%
952
783
$84K ﹤0.01%
1,100
+200
784
$83.9K ﹤0.01%
3,299
785
$83.3K ﹤0.01%
970
786
$83.3K ﹤0.01%
898
-600
787
$83.2K ﹤0.01%
395
788
$83.2K ﹤0.01%
3,446
789
$83.1K ﹤0.01%
300
790
$82.1K ﹤0.01%
1,107
791
$82.1K ﹤0.01%
1,932
-593
792
$81.9K ﹤0.01%
6,100
793
$81.5K ﹤0.01%
840
794
$80.9K ﹤0.01%
1,350
795
$80.7K ﹤0.01%
2,839
+39
796
$80.6K ﹤0.01%
1,680
+146
797
$79.9K ﹤0.01%
14,050
798
$79.9K ﹤0.01%
1,202
799
$79.8K ﹤0.01%
1,261
800
$79.2K ﹤0.01%
60,000
30 31
32
33 34