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
1576
$557 ﹤0.01%
58
1577
$555 ﹤0.01%
6,000
1578
$553 ﹤0.01%
17,548
1579
$530 ﹤0.01%
8
-41
1580
$528 ﹤0.01%
+200
1581
$493 ﹤0.01%
+123
1582
$471 ﹤0.01%
5
1583
$457 ﹤0.01%
7,500
1584
$450 ﹤0.01%
27
1585
$447 ﹤0.01%
+100
1586
$444 ﹤0.01%
5,050
1587
$427 ﹤0.01%
8,154
1588
$400 ﹤0.01%
2,000
1589
$398 ﹤0.01%
+715
1590
$383 ﹤0.01%
+19
1591
$382 ﹤0.01%
5,318
1592
$381 ﹤0.01%
70
1593
$376 ﹤0.01%
25,263
1594
$373 ﹤0.01%
10,000
1595
$371 ﹤0.01%
127
1596
$369 ﹤0.01%
+24
1597
$364 ﹤0.01%
6,000
1598
$363 ﹤0.01%
4,500
-1,500
1599
$349 ﹤0.01%
5,000
-1,500
1600
$348 ﹤0.01%
50
62 63
64
65 66