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
1076
$21.2K ﹤0.01%
177
1077
$20.8K ﹤0.01%
4,000
1078
$20.6K ﹤0.01%
385
1079
$20.5K ﹤0.01%
75
1080
$20.5K ﹤0.01%
101
1081
$20.5K ﹤0.01%
100
1082
$20.4K ﹤0.01%
624
1083
$20.3K ﹤0.01%
+150
1084
$20.3K ﹤0.01%
267
1085
$20.2K ﹤0.01%
352
1086
$20.1K ﹤0.01%
171
-78
1087
$20K ﹤0.01%
2,207
1088
$19.8K ﹤0.01%
300
1089
$19.8K ﹤0.01%
566,052
-2,500
1090
$19.8K ﹤0.01%
63
-13
1091
$19.7K ﹤0.01%
190
-24
1092
$19.7K ﹤0.01%
220
1093
$19.7K ﹤0.01%
100
-35
1094
$19.6K ﹤0.01%
1,100
1095
$19.6K ﹤0.01%
1,553
1096
$19.5K ﹤0.01%
2,000
1097
$19.5K ﹤0.01%
+150
1098
$19.4K ﹤0.01%
450
1099
$19.2K ﹤0.01%
500
1100
$19.1K ﹤0.01%
588
-13,800
42 43
44
45 46