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
1026
$27.4K ﹤0.01%
2,150
1027
$27.4K ﹤0.01%
400
-9
1028
$27.4K ﹤0.01%
1,849
1029
$27.4K ﹤0.01%
231
1030
$27.3K ﹤0.01%
1,200
1031
$27.2K ﹤0.01%
277
1032
$27K ﹤0.01%
2,613
1033
$26.7K ﹤0.01%
2,694
1034
$26.7K ﹤0.01%
179
-213
1035
$26.4K ﹤0.01%
174
1036
$26.3K ﹤0.01%
2,222
+21
1037
$26.3K ﹤0.01%
1,368
1038
$26.2K ﹤0.01%
1,102
1039
$25.8K ﹤0.01%
1,636
1040
$25.7K ﹤0.01%
818
-796
1041
$25.5K ﹤0.01%
471
1042
$25.3K ﹤0.01%
550
+67
1043
$25.3K ﹤0.01%
118
-100
1044
$25.3K ﹤0.01%
115
1045
$25.2K ﹤0.01%
318
1046
$25.1K ﹤0.01%
943
1047
$25K ﹤0.01%
1,050
1048
$25K ﹤0.01%
800
1049
$24.6K ﹤0.01%
550
1050
$24.5K ﹤0.01%
679
+7
40 41
42
43 44