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
1001
$30.4K ﹤0.01%
460
1002
$30.2K ﹤0.01%
2,666
+2,563
1003
$29.7K ﹤0.01%
400
1004
$29.5K ﹤0.01%
1,350
-711
1005
$29.5K ﹤0.01%
430
1006
$29.4K ﹤0.01%
400
1007
$29.4K ﹤0.01%
840
+250
1008
$29.3K ﹤0.01%
448
1009
$29K ﹤0.01%
1,075
1010
$29K ﹤0.01%
2,400
-22,027
1011
$28.9K ﹤0.01%
861
-146
1012
$28.8K ﹤0.01%
+110
1013
$28.7K ﹤0.01%
398
1014
$28.7K ﹤0.01%
+350
1015
$28.6K ﹤0.01%
1,035
1016
$28.6K ﹤0.01%
445
+80
1017
$28.5K ﹤0.01%
1,394
+144
1018
$28.4K ﹤0.01%
239
+3
1019
$28.3K ﹤0.01%
991
-25
1020
$28.3K ﹤0.01%
1,200
1021
$28K ﹤0.01%
1,245
1022
$28K ﹤0.01%
20
1023
$27.7K ﹤0.01%
400
1024
$27.6K ﹤0.01%
420
1025
$27.6K ﹤0.01%
5,600
-16,257
39 40
41
42 43