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
1051
$24.4K ﹤0.01%
100
1052
$24.4K ﹤0.01%
1,367
-172
1053
$24.3K ﹤0.01%
224
1054
$24.1K ﹤0.01%
+1,634
1055
$24K ﹤0.01%
546
1056
$23.9K ﹤0.01%
500
1057
$23.7K ﹤0.01%
500
1058
$23.6K ﹤0.01%
364
-1,345
1059
$23.5K ﹤0.01%
+477
1060
$23.4K ﹤0.01%
220
1061
$23.4K ﹤0.01%
+170
1062
$23.4K ﹤0.01%
+300
1063
$22.5K ﹤0.01%
231
1064
$22.3K ﹤0.01%
+800
1065
$22.3K ﹤0.01%
600
1066
$22.1K ﹤0.01%
400
1067
$22.1K ﹤0.01%
800
1068
$22K ﹤0.01%
394
1069
$21.9K ﹤0.01%
400
1070
$21.8K ﹤0.01%
73
1071
$21.8K ﹤0.01%
500
1072
$21.7K ﹤0.01%
359
-60
1073
$21.3K ﹤0.01%
559
-669
1074
$21.2K ﹤0.01%
177
1075
$20.8K ﹤0.01%
4,000
41 42
43
44 45