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
926
$41.5K ﹤0.01%
416
927
$41.3K ﹤0.01%
806
928
$41K ﹤0.01%
7,200
-4,600
929
$40.8K ﹤0.01%
142
930
$40.6K ﹤0.01%
2,000
931
$40.6K ﹤0.01%
2,234
+470
932
$40.5K ﹤0.01%
1,188
-88
933
$40.2K ﹤0.01%
+420
934
$40K ﹤0.01%
538
935
$40K ﹤0.01%
1,600
936
$39.5K ﹤0.01%
1,666
+615
937
$39.5K ﹤0.01%
3,199
938
$39.4K ﹤0.01%
330
939
$39.3K ﹤0.01%
4,338
940
$39.2K ﹤0.01%
4,000
941
$38.8K ﹤0.01%
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-5
942
$38.7K ﹤0.01%
467
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943
$38.7K ﹤0.01%
2,280
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$38.5K ﹤0.01%
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945
$38.5K ﹤0.01%
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946
$38.4K ﹤0.01%
1,095
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947
$38K ﹤0.01%
528
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$37.8K ﹤0.01%
1,893
+40
949
$37.8K ﹤0.01%
1,576
950
$37.7K ﹤0.01%
140
36 37
38
39 40