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
101
$8.05M 0.2%
30,079
-1,619
102
$8.04M 0.2%
+279,400
103
$7.68M 0.19%
1,748,371
+611,895
104
$7.66M 0.19%
1,933
+3
105
$7.5M 0.19%
38,609
-919
106
$7.39M 0.18%
889,120
+241,190
107
$7.39M 0.18%
168,768
-3,233
108
$7.36M 0.18%
85,633
-85,148
109
$7.25M 0.18%
28,105
+2,191
110
$7.24M 0.18%
15,120
-1,315
111
$7.2M 0.18%
153,357
+107,570
112
$7.14M 0.18%
181,420
-15,040
113
$7.11M 0.18%
12,172
-213
114
$7.1M 0.18%
85,074
-246
115
$7.02M 0.17%
147,825
-7,886
116
$6.98M 0.17%
5,467
+248
117
$6.97M 0.17%
158,646
+819
118
$6.9M 0.17%
31,632
-598
119
$6.88M 0.17%
576,466
+183,659
120
$6.79M 0.17%
242,546
-12,731
121
$6.78M 0.17%
178,289
+31,875
122
$6.73M 0.17%
148,807
+47,808
123
$6.67M 0.17%
29,462
-250
124
$6.59M 0.16%
195,070
+55,300
125
$6.48M 0.16%
39,424
-1,605
3 4
5
6 7