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
1226
$9.6K ﹤0.01%
68
1227
$9.31K ﹤0.01%
+70
1228
$9.19K ﹤0.01%
300
1229
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1,500
1230
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1231
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1232
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+170
1233
$9K ﹤0.01%
103
+1
1234
$8.99K ﹤0.01%
70
1235
$8.94K ﹤0.01%
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1236
$8.89K ﹤0.01%
+50
1237
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1,579
1238
$8.81K ﹤0.01%
100
1239
$8.79K ﹤0.01%
200
1240
$8.79K ﹤0.01%
270
1241
$8.77K ﹤0.01%
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1242
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1243
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1,320
1244
$8.68K ﹤0.01%
214
+8
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$8.62K ﹤0.01%
1,068
1246
$8.57K ﹤0.01%
290
+263
1247
$8.57K ﹤0.01%
100
1248
$8.5K ﹤0.01%
61
+40
1249
$8.48K ﹤0.01%
950
1250
$8.4K ﹤0.01%
160