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
1101
$19.1K ﹤0.01%
667
+345
1102
$19.1K ﹤0.01%
62
1103
$18.9K ﹤0.01%
235
1104
$18.9K ﹤0.01%
5,000
-71,151
1105
$18.6K ﹤0.01%
200
1106
$18.6K ﹤0.01%
400
1107
$18.4K ﹤0.01%
1,036
+77
1108
$18.2K ﹤0.01%
200
1109
$18.2K ﹤0.01%
1,600
+200
1110
$18.1K ﹤0.01%
391
-123
1111
$18K ﹤0.01%
4,000
1112
$17.6K ﹤0.01%
309
-100
1113
$17.6K ﹤0.01%
200
1114
$17.4K ﹤0.01%
35
-100
1115
$17.4K ﹤0.01%
300
1116
$17.3K ﹤0.01%
366
1117
$17.3K ﹤0.01%
77
1118
$17.1K ﹤0.01%
625
1119
$17.1K ﹤0.01%
34
1120
$17.1K ﹤0.01%
299
1121
$17K ﹤0.01%
485
1122
$16.9K ﹤0.01%
450
1123
$16.4K ﹤0.01%
82
1124
$16.4K ﹤0.01%
157
-4
1125
$16.2K ﹤0.01%
300
43 44
45
46 47