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
801
$78.7K ﹤0.01%
1,969
802
$78.5K ﹤0.01%
1,326
-147
803
$78.2K ﹤0.01%
550
+50
804
$78.1K ﹤0.01%
5,085
+5,000
805
$77.8K ﹤0.01%
3,514
-30
806
$76.4K ﹤0.01%
1,388
+356
807
$75.3K ﹤0.01%
500
808
$75.1K ﹤0.01%
168
809
$74.7K ﹤0.01%
1,239
810
$74.5K ﹤0.01%
500
811
$74.2K ﹤0.01%
300
812
$73.6K ﹤0.01%
5,712
813
$73.3K ﹤0.01%
4,311
-140
814
$73.1K ﹤0.01%
12,849
815
$72.6K ﹤0.01%
112
816
$72.3K ﹤0.01%
+10,000
817
$72.2K ﹤0.01%
1,524
+811
818
$71.9K ﹤0.01%
1,123
819
$71K ﹤0.01%
+10,100
820
$71K ﹤0.01%
3,693
+1,769
821
$70.7K ﹤0.01%
862
-38
822
$70.2K ﹤0.01%
385
-29
823
$69.7K ﹤0.01%
824
+2
824
$69.4K ﹤0.01%
963
+100
825
$69.3K ﹤0.01%
1,470
-80
31 32
33
34 35