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
926
$42.1K ﹤0.01%
928
-318
927
$41.9K ﹤0.01%
1,450
928
$41.5K ﹤0.01%
416
929
$41.3K ﹤0.01%
806
930
$41K ﹤0.01%
7,200
-4,600
931
$40.8K ﹤0.01%
142
932
$40.6K ﹤0.01%
2,000
933
$40.6K ﹤0.01%
2,234
+470
934
$40.5K ﹤0.01%
594
-44
935
$40.2K ﹤0.01%
+420
936
$40K ﹤0.01%
538
937
$40K ﹤0.01%
1,600
938
$39.5K ﹤0.01%
1,666
+615
939
$39.5K ﹤0.01%
3,199
940
$39.4K ﹤0.01%
330
941
$39.3K ﹤0.01%
4,338
942
$39.2K ﹤0.01%
4,000
943
$38.8K ﹤0.01%
220
-5
944
$38.7K ﹤0.01%
467
-46
945
$38.7K ﹤0.01%
2,280
946
$38.5K ﹤0.01%
844
947
$38.5K ﹤0.01%
279
948
$38.4K ﹤0.01%
1,095
+17
949
$38K ﹤0.01%
528
-398
950
$37.8K ﹤0.01%
1,893
+40
36 37
38
39 40