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
1451
$2K ﹤0.01%
155
1452
$1.99K ﹤0.01%
6
1453
$1.97K ﹤0.01%
+102
1454
$1.91K ﹤0.01%
29
1455
$1.9K ﹤0.01%
+1,146
1456
$1.9K ﹤0.01%
18
1457
$1.89K ﹤0.01%
+15
1458
$1.89K ﹤0.01%
2,000
1459
$1.84K ﹤0.01%
33,458
1460
$1.83K ﹤0.01%
+114
1461
$1.82K ﹤0.01%
9
1462
$1.81K ﹤0.01%
17
1463
$1.78K ﹤0.01%
168
-74
1464
$1.78K ﹤0.01%
+100
1465
$1.76K ﹤0.01%
5
1466
$1.76K ﹤0.01%
31
1467
$1.75K ﹤0.01%
100
1468
$1.75K ﹤0.01%
128
1469
$1.71K ﹤0.01%
+123
1470
$1.68K ﹤0.01%
51,800
-1,000
1471
$1.64K ﹤0.01%
+100
1472
$1.63K ﹤0.01%
+59
1473
$1.63K ﹤0.01%
116
1474
$1.62K ﹤0.01%
40
+20
1475
$1.62K ﹤0.01%
+34
57 58
59
60 61