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
1176
$12.2K ﹤0.01%
366
1177
$12.2K ﹤0.01%
3,180
1178
$12.2K ﹤0.01%
108
1179
$12.2K ﹤0.01%
700
-100
1180
$12K ﹤0.01%
290
1181
$11.9K ﹤0.01%
1,000
1182
$11.9K ﹤0.01%
600
1183
$11.8K ﹤0.01%
120
1184
$11.7K ﹤0.01%
54
1185
$11.7K ﹤0.01%
1,000
1186
$11.7K ﹤0.01%
120
+34
1187
$11.6K ﹤0.01%
492
+373
1188
$11.5K ﹤0.01%
375
1189
$11.4K ﹤0.01%
2,100
-2,900
1190
$11.4K ﹤0.01%
293
1191
$11.4K ﹤0.01%
228
-21
1192
$11.4K ﹤0.01%
155
1193
$11.3K ﹤0.01%
48
1194
$11.2K ﹤0.01%
125
1195
$11.2K ﹤0.01%
+700
1196
$11K ﹤0.01%
525
+175
1197
$11K ﹤0.01%
215
1198
$10.9K ﹤0.01%
152
1199
$10.9K ﹤0.01%
337
1200
$10.7K ﹤0.01%
2,500
46 47
48
49 50