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
976
$34.2K ﹤0.01%
4,898
977
$34.1K ﹤0.01%
600
978
$34K ﹤0.01%
530
979
$34K ﹤0.01%
393
+60
980
$33.9K ﹤0.01%
708
981
$33.8K ﹤0.01%
1,576
982
$33.8K ﹤0.01%
1,325
983
$33.6K ﹤0.01%
895
-7
984
$33.4K ﹤0.01%
2,125
985
$33.3K ﹤0.01%
358
986
$33.2K ﹤0.01%
1,119
987
$33.2K ﹤0.01%
4,000
988
$32.7K ﹤0.01%
5,900
-1,500
989
$32.7K ﹤0.01%
1,000
990
$32.2K ﹤0.01%
411
991
$32.2K ﹤0.01%
+988
992
$32.1K ﹤0.01%
277
-175
993
$31.9K ﹤0.01%
550
994
$31.9K ﹤0.01%
483
+3
995
$31.7K ﹤0.01%
400
996
$31.6K ﹤0.01%
1,495
997
$31.3K ﹤0.01%
353
998
$31.2K ﹤0.01%
447
+1
999
$31.1K ﹤0.01%
1,000
1000
$30.7K ﹤0.01%
3,000
38 39
40
41 42