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
976
$34.4K ﹤0.01%
+752
977
$34.3K ﹤0.01%
1,000
978
$34.2K ﹤0.01%
4,898
979
$34.1K ﹤0.01%
600
980
$34K ﹤0.01%
530
981
$34K ﹤0.01%
393
+60
982
$33.9K ﹤0.01%
708
983
$33.8K ﹤0.01%
1,576
984
$33.8K ﹤0.01%
1,325
985
$33.6K ﹤0.01%
895
-7
986
$33.4K ﹤0.01%
2,125
987
$33.3K ﹤0.01%
358
988
$33.2K ﹤0.01%
1,119
989
$33.2K ﹤0.01%
4,000
990
$32.7K ﹤0.01%
5,900
-1,500
991
$32.7K ﹤0.01%
1,000
992
$32.2K ﹤0.01%
411
993
$32.2K ﹤0.01%
+988
994
$32.1K ﹤0.01%
277
-175
995
$31.9K ﹤0.01%
550
996
$31.9K ﹤0.01%
483
+3
997
$31.7K ﹤0.01%
400
998
$31.6K ﹤0.01%
1,495
999
$31.3K ﹤0.01%
353
1000
$31.2K ﹤0.01%
447
+1
38 39
40
41 42