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
1201
$10.6K ﹤0.01%
150
1202
$10.6K ﹤0.01%
266
+47
1203
$10.5K ﹤0.01%
+300
1204
$10.5K ﹤0.01%
855
-71,378
1205
$10.4K ﹤0.01%
45
-35
1206
$10.4K ﹤0.01%
77
1207
$10.4K ﹤0.01%
345
1208
$10.3K ﹤0.01%
+335
1209
$10.3K ﹤0.01%
+473
1210
$10.2K ﹤0.01%
136
1211
$10.2K ﹤0.01%
346
1212
$10.1K ﹤0.01%
200
1213
$10K ﹤0.01%
112
1214
$10K ﹤0.01%
121
1215
$10K ﹤0.01%
250
1216
$9.95K ﹤0.01%
+563
1217
$9.84K ﹤0.01%
59
1218
$9.83K ﹤0.01%
318
1219
$9.81K ﹤0.01%
+68
1220
$9.78K ﹤0.01%
1,000
1221
$9.73K ﹤0.01%
750
1222
$9.73K ﹤0.01%
21
1223
$9.7K ﹤0.01%
+25
1224
$9.7K ﹤0.01%
+461
1225
$9.61K ﹤0.01%
538
47 48
49
50 51