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
1351
$4.54K ﹤0.01%
40
1352
$4.51K ﹤0.01%
+100
1353
$4.5K ﹤0.01%
39
1354
$4.48K ﹤0.01%
95
1355
$4.47K ﹤0.01%
48
1356
$4.45K ﹤0.01%
108
1357
$4.43K ﹤0.01%
38
1358
$4.42K ﹤0.01%
541
+55
1359
$4.32K ﹤0.01%
100
1360
$4.26K ﹤0.01%
19,700
1361
$4.23K ﹤0.01%
54
1362
$4.17K ﹤0.01%
149
1363
$4.16K ﹤0.01%
+75
1364
$4.15K ﹤0.01%
250
1365
$4.14K ﹤0.01%
+100
1366
$4.13K ﹤0.01%
96
1367
$4.09K ﹤0.01%
+132
1368
$4.08K ﹤0.01%
+500
1369
$4.06K ﹤0.01%
+313
1370
$3.96K ﹤0.01%
25
+8
1371
$3.95K ﹤0.01%
241
1372
$3.92K ﹤0.01%
209
1373
$3.89K ﹤0.01%
1,150
+100
1374
$3.8K ﹤0.01%
42
1375
$3.77K ﹤0.01%
300
53 54
55
56 57