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
1401
$2.99K ﹤0.01%
30
1402
$2.95K ﹤0.01%
150
+50
1403
$2.94K ﹤0.01%
33
-250
1404
$2.94K ﹤0.01%
+200
1405
$2.89K ﹤0.01%
51
1406
$2.87K ﹤0.01%
+34
1407
$2.85K ﹤0.01%
70
1408
$2.81K ﹤0.01%
+114
1409
$2.79K ﹤0.01%
125
1410
$2.78K ﹤0.01%
+111
1411
$2.74K ﹤0.01%
255
-45
1412
$2.72K ﹤0.01%
8
1413
$2.64K ﹤0.01%
82
1414
$2.63K ﹤0.01%
3
1415
$2.62K ﹤0.01%
56
1416
$2.6K ﹤0.01%
100
1417
$2.59K ﹤0.01%
100
1418
$2.57K ﹤0.01%
35
-12
1419
$2.56K ﹤0.01%
62
1420
$2.56K ﹤0.01%
200
1421
$2.54K ﹤0.01%
130
1422
$2.5K ﹤0.01%
50
1423
$2.46K ﹤0.01%
44,735
1424
$2.45K ﹤0.01%
+120
1425
$2.44K ﹤0.01%
18,700
55 56
57
58 59