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
1551
$742 ﹤0.01%
6,450
1552
$738 ﹤0.01%
+28
1553
$734 ﹤0.01%
39
1554
$721 ﹤0.01%
11,250
1555
$704 ﹤0.01%
8,800
1556
$703 ﹤0.01%
3,669
1557
$697 ﹤0.01%
+25
1558
$689 ﹤0.01%
12,558
1559
$659 ﹤0.01%
4,366
1560
$658 ﹤0.01%
43,850
1561
$651 ﹤0.01%
20,339
1562
$640 ﹤0.01%
19
1563
$636 ﹤0.01%
6
1564
$633 ﹤0.01%
116
-1
1565
$611 ﹤0.01%
33
1566
$609 ﹤0.01%
+100
1567
$600 ﹤0.01%
30,000
-2,000
1568
$598 ﹤0.01%
+1
1569
$594 ﹤0.01%
+39
1570
$592 ﹤0.01%
+100
1571
$591 ﹤0.01%
10,850
1572
$577 ﹤0.01%
22
1573
$574 ﹤0.01%
+21
1574
$563 ﹤0.01%
13
1575
$562 ﹤0.01%
8
61 62
63
64 65