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
1276
$7.33K ﹤0.01%
330
1277
$7.33K ﹤0.01%
1,000
1278
$7.32K ﹤0.01%
29
1279
$7.25K ﹤0.01%
148
1280
$7.11K ﹤0.01%
257
1281
$7.11K ﹤0.01%
68
-12
1282
$7.1K ﹤0.01%
50
1283
$7.09K ﹤0.01%
133
+14
1284
$7.08K ﹤0.01%
312
1285
$7.06K ﹤0.01%
90
-629
1286
$6.96K ﹤0.01%
200
1287
$6.9K ﹤0.01%
39
+19
1288
$6.83K ﹤0.01%
642
1289
$6.74K ﹤0.01%
1,100
+100
1290
$6.68K ﹤0.01%
27
1291
$6.54K ﹤0.01%
177
-800
1292
$6.51K ﹤0.01%
1,332
1293
$6.47K ﹤0.01%
108
1294
$6.47K ﹤0.01%
+95
1295
$6.3K ﹤0.01%
50
+30
1296
$6.28K ﹤0.01%
20
1297
$6.27K ﹤0.01%
20
1298
$6.26K ﹤0.01%
500
1299
$6.18K ﹤0.01%
133
-29
1300
$6.17K ﹤0.01%
500
50 51
52
53 54