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
1151
$14.2K ﹤0.01%
+116
1152
$14K ﹤0.01%
278
+27
1153
$13.9K ﹤0.01%
1,000
1154
$13.9K ﹤0.01%
156
1155
$13.9K ﹤0.01%
127
1156
$13.6K ﹤0.01%
+69
1157
$13.6K ﹤0.01%
301
1158
$13.3K ﹤0.01%
638
-112
1159
$13.2K ﹤0.01%
276
-103
1160
$13.2K ﹤0.01%
514
1161
$13.2K ﹤0.01%
101
1162
$13K ﹤0.01%
176
1163
$12.9K ﹤0.01%
185
1164
$12.9K ﹤0.01%
110
-45
1165
$12.9K ﹤0.01%
257
-487
1166
$12.9K ﹤0.01%
239
1167
$12.8K ﹤0.01%
134
1168
$12.8K ﹤0.01%
320
1169
$12.8K ﹤0.01%
1,554
-300
1170
$12.8K ﹤0.01%
1,000
1171
$12.7K ﹤0.01%
176
1172
$12.7K ﹤0.01%
27
1173
$12.7K ﹤0.01%
200
1174
$12.5K ﹤0.01%
1,820
-135,940
1175
$12.3K ﹤0.01%
89
+25
45 46
47
48 49