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
1251
$8.36K ﹤0.01%
152
+10
1252
$8.29K ﹤0.01%
+337
1253
$8.29K ﹤0.01%
156
-134
1254
$8.29K ﹤0.01%
75
-453
1255
$8.27K ﹤0.01%
441
1256
$8.27K ﹤0.01%
250
1257
$8.03K ﹤0.01%
1,330
1258
$7.99K ﹤0.01%
+125
1259
$7.95K ﹤0.01%
96
1260
$7.94K ﹤0.01%
73
1261
$7.93K ﹤0.01%
512
1262
$7.84K ﹤0.01%
101
+100
1263
$7.83K ﹤0.01%
7,116
+56
1264
$7.83K ﹤0.01%
+125
1265
$7.82K ﹤0.01%
48
1266
$7.75K ﹤0.01%
212
+1
1267
$7.67K ﹤0.01%
271
+39
1268
$7.65K ﹤0.01%
30,600
-13,900
1269
$7.63K ﹤0.01%
325
1270
$7.5K ﹤0.01%
182
+107
1271
$7.47K ﹤0.01%
72
1272
$7.42K ﹤0.01%
620
1273
$7.41K ﹤0.01%
214
1274
$7.37K ﹤0.01%
1,150
-9,590
1275
$7.36K ﹤0.01%
143
49 50
51
52 53