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
901
$46.3K ﹤0.01%
246
-8
902
$46.2K ﹤0.01%
785
903
$46.1K ﹤0.01%
2,076
904
$46K ﹤0.01%
937
905
$46K ﹤0.01%
930
+16
906
$45.5K ﹤0.01%
2,067
907
$45.3K ﹤0.01%
1,865
908
$45K ﹤0.01%
6,100
909
$44.5K ﹤0.01%
4,650
-1,000
910
$44.2K ﹤0.01%
1,493
-37
911
$44K ﹤0.01%
400
912
$43.9K ﹤0.01%
292
-134
913
$43.7K ﹤0.01%
534
-107
914
$43.6K ﹤0.01%
881
915
$43.3K ﹤0.01%
4,298
916
$43.2K ﹤0.01%
47
917
$43.1K ﹤0.01%
102
918
$43.1K ﹤0.01%
1,000
919
$43K ﹤0.01%
100
920
$43K ﹤0.01%
2,220
921
$42.8K ﹤0.01%
1,255
-45
922
$42.8K ﹤0.01%
10,550
-107,984
923
$42.7K ﹤0.01%
762
924
$42.7K ﹤0.01%
300
925
$42.4K ﹤0.01%
435
35 36
37
38 39