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
1326
$5.12K ﹤0.01%
+32
1327
$5.11K ﹤0.01%
270
-3,030
1328
$5.09K ﹤0.01%
100
1329
$5.08K ﹤0.01%
+504
1330
$5.07K ﹤0.01%
19,900
1331
$5.04K ﹤0.01%
76
1332
$5.03K ﹤0.01%
+82
1333
$5K ﹤0.01%
710
1334
$4.95K ﹤0.01%
85
-51
1335
$4.94K ﹤0.01%
319
1336
$4.93K ﹤0.01%
131
1337
$4.93K ﹤0.01%
360
+50
1338
$4.82K ﹤0.01%
10,000
1339
$4.81K ﹤0.01%
150
1340
$4.77K ﹤0.01%
+125
1341
$4.72K ﹤0.01%
137
1342
$4.7K ﹤0.01%
+112
1343
$4.68K ﹤0.01%
250
-400
1344
$4.66K ﹤0.01%
+450
1345
$4.64K ﹤0.01%
66
1346
$4.62K ﹤0.01%
45
1347
$4.62K ﹤0.01%
+108
1348
$4.59K ﹤0.01%
54
1349
$4.56K ﹤0.01%
156
+32
1350
$4.55K ﹤0.01%
600
52 53
54
55 56