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
126
$6.33M 0.16%
39,454
-97
127
$6.17M 0.15%
6,816
+53
128
$6.1M 0.15%
86,173
+6,179
129
$6.08M 0.15%
31,559
130
$6.06M 0.15%
347,194
-1,104
131
$6.03M 0.15%
259,949
-14,285
132
$6.03M 0.15%
+164,469
133
$6.02M 0.15%
57,894
-2,127
134
$5.92M 0.15%
32,761
-16,523
135
$5.92M 0.15%
7,523
-19,617
136
$5.85M 0.15%
86,094
+19,388
137
$5.77M 0.14%
40,843
-740
138
$5.54M 0.14%
55,833
-3,196
139
$5.52M 0.14%
44,607
+212
140
$5.5M 0.14%
31,734
-141
141
$5.49M 0.14%
302,533
-209,700
142
$5.49M 0.14%
70,296
+126
143
$5.44M 0.13%
440,316
+123,500
144
$5.37M 0.13%
57,946
-1,542
145
$5.28M 0.13%
134,847
-10,585
146
$5.24M 0.13%
10,353
+2
147
$5.22M 0.13%
17,492
-541
148
$5.2M 0.13%
131,747
-617
149
$5.09M 0.13%
54,998
+31,456
150
$5.02M 0.12%
173,200
+5,887
4 5
6
7 8