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
851
$60.8K ﹤0.01%
548
852
$60.8K ﹤0.01%
662
853
$60.6K ﹤0.01%
692
854
$60.6K ﹤0.01%
1,121
855
$59.6K ﹤0.01%
899
856
$59.5K ﹤0.01%
238
-25
857
$59.2K ﹤0.01%
3,050
-200
858
$58.3K ﹤0.01%
1,272
859
$58.2K ﹤0.01%
6,400
860
$57.5K ﹤0.01%
811
861
$57.2K ﹤0.01%
1,065
862
$57K ﹤0.01%
1,372
+428
863
$56.5K ﹤0.01%
5,000
864
$56.1K ﹤0.01%
1,024
-84
865
$55.7K ﹤0.01%
707
866
$55.1K ﹤0.01%
1,020
+235
867
$54.8K ﹤0.01%
450
868
$54.7K ﹤0.01%
1,002
-83
869
$54.7K ﹤0.01%
142
870
$54.6K ﹤0.01%
924
-999
871
$54.2K ﹤0.01%
1,608
872
$53.6K ﹤0.01%
608
+174
873
$53.5K ﹤0.01%
1,850
874
$53.4K ﹤0.01%
1,861
+1,500
875
$53.1K ﹤0.01%
2,520
+105
33 34
35
36 37