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
1526
$1.03K ﹤0.01%
185
1527
$1.02K ﹤0.01%
+25
1528
$1.02K ﹤0.01%
847
1529
$997 ﹤0.01%
+32
1530
$991 ﹤0.01%
59,000
1531
$990 ﹤0.01%
19,800
1532
$984 ﹤0.01%
+8
1533
$982 ﹤0.01%
+10
1534
$961 ﹤0.01%
75
1535
$951 ﹤0.01%
5,282
1536
$922 ﹤0.01%
645
1537
$921 ﹤0.01%
300
1538
$921 ﹤0.01%
16
-480
1539
$882 ﹤0.01%
28
-500
1540
$845 ﹤0.01%
+31
1541
$832 ﹤0.01%
11,886
-666
1542
$825 ﹤0.01%
10,000
1543
$818 ﹤0.01%
+51
1544
$814 ﹤0.01%
75
1545
$813 ﹤0.01%
+37
1546
$797 ﹤0.01%
35
1547
$779 ﹤0.01%
4
1548
$771 ﹤0.01%
36
1549
$766 ﹤0.01%
149
1550
$754 ﹤0.01%
32
60 61
62
63 64