AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
876
$52.6K ﹤0.01%
500
877
$52.3K ﹤0.01%
763
+2
878
$52.1K ﹤0.01%
6,500
879
$51.8K ﹤0.01%
341
880
$51.4K ﹤0.01%
1,091
881
$51.2K ﹤0.01%
854
-349
882
$50.8K ﹤0.01%
200
883
$50.8K ﹤0.01%
998
+775
884
$50.8K ﹤0.01%
652
+35
885
$50.7K ﹤0.01%
2,000
886
$50.6K ﹤0.01%
16
887
$50.5K ﹤0.01%
896
888
$50.3K ﹤0.01%
380
889
$50.3K ﹤0.01%
880
890
$49.6K ﹤0.01%
530
891
$49.2K ﹤0.01%
30,000
+10,000
892
$49.1K ﹤0.01%
425
893
$48.9K ﹤0.01%
705
894
$48.6K ﹤0.01%
1,893
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895
$48.5K ﹤0.01%
711
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896
$48.3K ﹤0.01%
667
897
$48K ﹤0.01%
250
898
$47.3K ﹤0.01%
1,100
899
$47.1K ﹤0.01%
2,304
900
$47K ﹤0.01%
865
-50
34 35
36
37 38