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
1301
$6.15K ﹤0.01%
182
1302
$6.07K ﹤0.01%
850
-150
1303
$5.99K ﹤0.01%
648
1304
$5.96K ﹤0.01%
609
1305
$5.82K ﹤0.01%
100
1306
$5.8K ﹤0.01%
+106
1307
$5.78K ﹤0.01%
550
1308
$5.77K ﹤0.01%
62
1309
$5.75K ﹤0.01%
151
1310
$5.74K ﹤0.01%
25
-16
1311
$5.74K ﹤0.01%
112
1312
$5.7K ﹤0.01%
3,015
1313
$5.68K ﹤0.01%
105
-104
1314
$5.66K ﹤0.01%
54
1315
$5.63K ﹤0.01%
+252
1316
$5.58K ﹤0.01%
150
+50
1317
$5.58K ﹤0.01%
68
1318
$5.54K ﹤0.01%
+42,054
1319
$5.5K ﹤0.01%
85
1320
$5.49K ﹤0.01%
43
1321
$5.4K ﹤0.01%
70
1322
$5.36K ﹤0.01%
40
-27
1323
$5.36K ﹤0.01%
100
1324
$5.3K ﹤0.01%
+124
1325
$5.24K ﹤0.01%
100
-400
51 52
53
54 55