AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 14.53%
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
826
$68.7K ﹤0.01%
703
+193
827
$68.4K ﹤0.01%
2,769
828
$67.6K ﹤0.01%
280
829
$67.5K ﹤0.01%
50,000
830
$67.4K ﹤0.01%
1,600
831
$66.8K ﹤0.01%
328
832
$66.6K ﹤0.01%
744
+1
833
$66.5K ﹤0.01%
3,325
+550
834
$66.1K ﹤0.01%
1,025
+400
835
$65.3K ﹤0.01%
5,150
+10
836
$64.1K ﹤0.01%
624
837
$64K ﹤0.01%
175
838
$63.9K ﹤0.01%
948
+400
839
$63K ﹤0.01%
801
-4
840
$62.8K ﹤0.01%
1,250
841
$62.5K ﹤0.01%
1,037
-115
842
$62.4K ﹤0.01%
346
843
$62.3K ﹤0.01%
555
+62
844
$62K ﹤0.01%
850
845
$62K ﹤0.01%
3,400
846
$61.5K ﹤0.01%
768
+28
847
$61.2K ﹤0.01%
864
848
$61.2K ﹤0.01%
1,031
849
$60.8K ﹤0.01%
548
850
$60.8K ﹤0.01%
662
32 33
34
35 36