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
76
$10.6M 0.26%
+125,456
77
$10.5M 0.26%
19,277
-633
78
$10.5M 0.26%
635,300
+85,475
79
$10.4M 0.26%
90,012
+952
80
$10.1M 0.25%
120,989
-1,169
81
$10.1M 0.25%
41,793
-726
82
$9.98M 0.25%
122,200
-2,851
83
$9.84M 0.24%
217,500
+10,452
84
$9.69M 0.24%
36,931
+801
85
$9.68M 0.24%
253,455
-30,200
86
$9.58M 0.24%
+71,891
87
$9.27M 0.23%
235,311
+45,431
88
$9.13M 0.23%
73,726
-530
89
$9.04M 0.22%
40,246
-473
90
$9.03M 0.22%
188,315
+41,338
91
$9M 0.22%
132,860
-1,855
92
$8.91M 0.22%
106,172
-17,673
93
$8.91M 0.22%
305,608
+30,147
94
$8.9M 0.22%
489,633
+5,273
95
$8.78M 0.22%
401,700
-159,015
96
$8.69M 0.22%
173,510
+44,900
97
$8.5M 0.21%
143,637
+51,042
98
$8.29M 0.21%
22,744
+38
99
$8.15M 0.2%
109,757
-32,463
100
$8.11M 0.2%
164,199
-349
2 3
4
5 6