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
1376
$3.71K ﹤0.01%
+50
1377
$3.71K ﹤0.01%
23
1378
$3.68K ﹤0.01%
+134
1379
$3.68K ﹤0.01%
120
1380
$3.66K ﹤0.01%
107
1381
$3.65K ﹤0.01%
83
-42
1382
$3.63K ﹤0.01%
34
1383
$3.58K ﹤0.01%
180
1384
$3.58K ﹤0.01%
14
1385
$3.52K ﹤0.01%
243
1386
$3.5K ﹤0.01%
+17
1387
$3.42K ﹤0.01%
+203
1388
$3.41K ﹤0.01%
25
1389
$3.37K ﹤0.01%
100
1390
$3.36K ﹤0.01%
1,522
1391
$3.35K ﹤0.01%
634
1392
$3.33K ﹤0.01%
250
1393
$3.22K ﹤0.01%
333
1394
$3.2K ﹤0.01%
1,450
1395
$3.19K ﹤0.01%
90
1396
$3.12K ﹤0.01%
114
1397
$3.12K ﹤0.01%
749
-350
1398
$3.09K ﹤0.01%
473
1399
$3.09K ﹤0.01%
57
1400
$3.01K ﹤0.01%
540
54 55
56
57 58