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
1126
$15.9K ﹤0.01%
135
-3
1127
$15.9K ﹤0.01%
87
+5
1128
$15.7K ﹤0.01%
150
1129
$15.7K ﹤0.01%
400
1130
$15.7K ﹤0.01%
1,000
1131
$15.7K ﹤0.01%
240
-84
1132
$15.5K ﹤0.01%
478
1133
$15.3K ﹤0.01%
2,190
1134
$15.3K ﹤0.01%
+556
1135
$15.2K ﹤0.01%
111
1136
$15.2K ﹤0.01%
+207
1137
$15.2K ﹤0.01%
2
1138
$15K ﹤0.01%
+3,000
1139
$14.9K ﹤0.01%
350
1140
$14.8K ﹤0.01%
46
-13
1141
$14.6K ﹤0.01%
1,000
1142
$14.6K ﹤0.01%
200
1143
$14.6K ﹤0.01%
80
1144
$14.6K ﹤0.01%
1,419
1145
$14.6K ﹤0.01%
300
1146
$14.5K ﹤0.01%
+353
1147
$14.4K ﹤0.01%
174
1148
$14.3K ﹤0.01%
400
-400
1149
$14.2K ﹤0.01%
+116
1150
$14K ﹤0.01%
278
+27
44 45
46
47 48