AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 14.53%
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
1551
$734 ﹤0.01%
39
1552
$721 ﹤0.01%
11,250
1553
$704 ﹤0.01%
8,800
1554
$703 ﹤0.01%
3,669
1555
$697 ﹤0.01%
+25
1556
$689 ﹤0.01%
12,558
1557
$659 ﹤0.01%
4,366
1558
$658 ﹤0.01%
43,850
1559
$651 ﹤0.01%
20,339
1560
$640 ﹤0.01%
19
1561
$636 ﹤0.01%
6
1562
$633 ﹤0.01%
116
-1
1563
$611 ﹤0.01%
33
1564
$609 ﹤0.01%
+100
1565
$600 ﹤0.01%
30,000
-2,000
1566
$598 ﹤0.01%
+1
1567
$594 ﹤0.01%
+39
1568
$592 ﹤0.01%
+100
1569
$591 ﹤0.01%
10,850
1570
$577 ﹤0.01%
22
1571
$574 ﹤0.01%
+21
1572
$563 ﹤0.01%
13
1573
$562 ﹤0.01%
8
1574
$557 ﹤0.01%
58
1575
$555 ﹤0.01%
6,000
61 62
63
64 65