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
951
$37.8K ﹤0.01%
1,576
952
$37.7K ﹤0.01%
140
953
$37.5K ﹤0.01%
660
954
$37.3K ﹤0.01%
200
955
$37K ﹤0.01%
500
956
$36.9K ﹤0.01%
4,040
-10,000
957
$36.9K ﹤0.01%
+1,035
958
$36.8K ﹤0.01%
3,000
959
$36.7K ﹤0.01%
1,600
960
$36.6K ﹤0.01%
310
961
$36.6K ﹤0.01%
950
962
$36.5K ﹤0.01%
720
963
$36.5K ﹤0.01%
2,750
964
$36.4K ﹤0.01%
239
-200
965
$36.4K ﹤0.01%
206
966
$36.3K ﹤0.01%
150
967
$36.3K ﹤0.01%
1,490
968
$35.9K ﹤0.01%
400
969
$35.8K ﹤0.01%
335
970
$35.3K ﹤0.01%
5,340
-60
971
$35.2K ﹤0.01%
664
972
$35.2K ﹤0.01%
1,385
973
$34.7K ﹤0.01%
1,506
+54
974
$34.6K ﹤0.01%
+1,862
975
$34.6K ﹤0.01%
1,509
37 38
39
40 41