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
1476
$1.61K ﹤0.01%
525
1477
$1.61K ﹤0.01%
126
1478
$1.61K ﹤0.01%
100
1479
$1.6K ﹤0.01%
+107
1480
$1.6K ﹤0.01%
20
1481
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42
1482
$1.57K ﹤0.01%
+200
1483
$1.56K ﹤0.01%
20
1484
$1.56K ﹤0.01%
185
1485
$1.55K ﹤0.01%
52
+1
1486
$1.55K ﹤0.01%
50
1487
$1.55K ﹤0.01%
41
1488
$1.54K ﹤0.01%
35
1489
$1.5K ﹤0.01%
8,791
1490
$1.49K ﹤0.01%
+42
1491
$1.49K ﹤0.01%
1
1492
$1.44K ﹤0.01%
10
-100
1493
$1.41K ﹤0.01%
10,449
1494
$1.39K ﹤0.01%
+100
1495
$1.39K ﹤0.01%
+50
1496
$1.37K ﹤0.01%
25
1497
$1.35K ﹤0.01%
100
1498
$1.35K ﹤0.01%
45,000
1499
$1.35K ﹤0.01%
+100
1500
$1.34K ﹤0.01%
25
58 59
60
61 62