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
1501
$1.29K ﹤0.01%
+11
1502
$1.29K ﹤0.01%
+9,900
1503
$1.28K ﹤0.01%
9
1504
$1.27K ﹤0.01%
63
1505
$1.26K ﹤0.01%
+324
1506
$1.25K ﹤0.01%
1,225
1507
$1.24K ﹤0.01%
+30
1508
$1.23K ﹤0.01%
7,826
-180
1509
$1.23K ﹤0.01%
100
1510
$1.23K ﹤0.01%
24,522
1511
$1.2K ﹤0.01%
18
1512
$1.19K ﹤0.01%
+200
1513
$1.19K ﹤0.01%
18
1514
$1.17K ﹤0.01%
50
1515
$1.17K ﹤0.01%
110
1516
$1.16K ﹤0.01%
+99
1517
$1.15K ﹤0.01%
+2,082
1518
$1.14K ﹤0.01%
20
1519
$1.13K ﹤0.01%
+100
1520
$1.12K ﹤0.01%
+100
1521
$1.12K ﹤0.01%
+100
1522
$1.1K ﹤0.01%
78
1523
$1.09K ﹤0.01%
28,000
1524
$1.08K ﹤0.01%
+100
1525
$1.04K ﹤0.01%
+58
59 60
61
62 63